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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