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LOCUST POINT CAPITAL
141 W Front Street, Suite 415
Red Bank, New Jersey 07701
Tel: 732-945-7474
About LOCUST POINT CAPITAL
LOCUST POINT CAPITAL, formally registered with the SEC as LOCUST POINT CAPITAL. The firm was established in 12/04/2017. They have over 2 offices throughout the country.
LOCUST POINT CAPITAL is a Red Bank, New Jersey based Financial Planning firm with nearly $1,362,771,245 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286689 |
| SEC# | 801-112110 |
| Assets Managed by Firm | $1,362,771,245 |
| No. of Clients | 4 |
| No. of Advisors | 29 |
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 | $1,362,771,245 |
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