L2 POINT MANAGEMENT LLC

One Letterman Drive
Suite C3500
San Francisco, California 94129
Tel: 919-452-0172

About L2 POINT MANAGEMENT LLC

L2 POINT MANAGEMENT LLC, formally registered with the SEC as L2 POINT MANAGEMENT LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.

L2 POINT MANAGEMENT LLC is a San Francisco, California based Financial Planning firm with nearly $411,225,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317924
SEC#	801-128451
Assets Managed by Firm	$411,225,000
No. of Clients	4
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	4	$411,225,000

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