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Philip K Li

MOUNTAIN POINT CREDIT MANAGEMENT LLC·GREENWICH, Connecticut
Unclaimed Profile
600 STEAMBOAT ROAD, GREENWICH, CT 06830CRD# 4820850Firm CRD# 330615
01

About

Philip K Li is a registered financial advisor based in GREENWICH, Connecticut, affiliated with MOUNTAIN POINT CREDIT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MOUNTAIN POINT CREDIT MANAGEMENT LLC
MOUNTAIN POINT CREDIT MANAGEMENT LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MOUNTAIN POINT CREDIT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4820850
Firm CRD# 330615
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip K Li offer?
Philip K Li specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Philip K Li's credentials?
Philip K Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip K Li located?
Philip K Li is based in GREENWICH, Connecticut, working with MOUNTAIN POINT CREDIT MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Philip K Li charge for services?
Philip K Li's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOUNTAIN POINT CREDIT MANAGEMENT LLC?
MOUNTAIN POINT CREDIT MANAGEMENT LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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