Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > pittsford > TWO POINT CAPITAL MANAGEMENT, INC.
TWO POINT CAPITAL MANAGEMENT, INC.
4 S Main Street
Pittsford, New York 14534
Tel: 585-586-1731
About TWO POINT CAPITAL MANAGEMENT, INC.
TWO POINT CAPITAL MANAGEMENT, INC, formally registered with the SEC as TWO POINT CAPITAL MANAGEMENT, INC. The firm was established in 09/30/2013. They have over 1 offices throughout the country.
TWO POINT CAPITAL MANAGEMENT, INC. is a Pittsford, New York based Financial Planning firm with nearly $273,257,806 assets under management, offering retirement planning & investment advisory services to 199 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131816 |
| SEC# | 801-78625 |
| Assets Managed by Firm | $273,257,806 |
| No. of Clients | 199 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 199 | $273,257,806 |
| Individuals (other than high net worth individuals) | 26 | $13,437,897 |
| High net worth individuals | 75 | $259,819,909 |
More Retirement Planning firms in Pittsford, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,402,425,838,334 | 2405783 | 29300 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $1,271,593,679,276 | 2911578 | 34934 |
Explore More Retirement Advisors in Pittsford, New York