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VIEWPOINT CAPITAL MANAGEMENT
Madrona Plaza
1421 34th Avenue, Suite 214
Seattle, Washington 98122
Tel: 206-219-1410
About VIEWPOINT CAPITAL MANAGEMENT
VIEWPOINT CAPITAL MANAGEMENT, formally registered with the SEC as VIEWPOINT CAPITAL MANAGEMENT. The firm was established in 11/22/2019. They have over 1 offices throughout the country.
VIEWPOINT CAPITAL MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $227,994,000 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158899 |
| SEC# | 801-117685 |
| Assets Managed by Firm | $227,994,000 |
| No. of Clients | 256 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 256 | $227,994,000 |
| Individuals (other than high net worth individuals) | 64 | $14,994,000 |
| High net worth individuals | 53 | $213,000,000 |
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