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Ahmad Yama Bassam

THREEPOINT CAPITAL GROUP, LLC·WOODLAND HILLS, California
Unclaimed Profile
6300 CANOGA AVENUE, WOODLAND HILLS, CA 91367CRD# 4642662Firm CRD# 150981
01

About

Ahmad Yama Bassam is a registered financial advisor based in WOODLAND HILLS, California, affiliated with THREEPOINT CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THREEPOINT CAPITAL GROUP, LLC
NORIBA ADVISORS
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THREEPOINT CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4642662
Firm CRD# 150981
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ahmad Yama Bassam offer?
Ahmad Yama Bassam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Ahmad Yama Bassam's credentials?
Ahmad Yama Bassam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ahmad Yama Bassam located?
Ahmad Yama Bassam is based in WOODLAND HILLS, California, working with THREEPOINT CAPITAL GROUP, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Ahmad Yama Bassam charge for services?
Ahmad Yama Bassam's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THREEPOINT CAPITAL GROUP, LLC?
THREEPOINT CAPITAL GROUP, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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