HEALTHPOINTCAPITAL MANAGEMENT, LLC

9920 Pacific Heights Blvd.
Suite 150
San Diego, California 92121
Tel: 212-935-7780

About HEALTHPOINTCAPITAL MANAGEMENT, LLC

HEALTHPOINTCAPITAL MANAGEMENT, LLC, formally registered with the SEC as HEALTHPOINTCAPITAL MANAGEMENT, LLC. The firm was established in 11/02/2022. They have over 3 offices throughout the country.

HEALTHPOINTCAPITAL MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $180,986,124 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309041
SEC#	801-126773
Assets Managed by Firm	$180,986,124
No. of Clients	2
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$180,986,124

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