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Laura Joan Braverman

BLUEPOINTE CAPITAL MANAGEMENT, LLC·MENLO PARK, California
Unclaimed Profile
1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2046140Firm CRD# 140262
01

About

Laura Joan Braverman is a registered financial advisor based in MENLO PARK, California, affiliated with BLUEPOINTE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
BLUEPOINTE CAPITAL MANAGEMENT, LLC
BLUEPOINTE CAPITAL MANAGEMENT, LLC
AUM
$764M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLUEPOINTE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2046140
Firm CRD# 140262
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laura Joan Braverman offer?
Laura Joan Braverman specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Laura Joan Braverman's credentials?
Laura Joan Braverman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Joan Braverman located?
Laura Joan Braverman is based in MENLO PARK, California, working with BLUEPOINTE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Laura Joan Braverman charge for services?
Laura Joan Braverman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPOINTE CAPITAL MANAGEMENT, LLC?
BLUEPOINTE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $764M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUEPOINTE CAPITAL MANAGEMENT, LLC

Prashant Kalidindi
SAN MATEO, CA
Kristin Marijke Clinton
SAN MATEO, CA
Sanjeev Sardana
MENLO PARK, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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