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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