Unclaimed Profile

Emanuel Nmn Frangiadakis

TWELVE POINTS WEALTH MANAGEMENT LLC·CONCORD, Massachusetts

Series 3, Series 7, Series 66Clean record12 years registeredTWELVE POINTS WEALTH MANAGEMENT LLC

9 POND LANE, CONCORD, MA 01742CRD# 5810573Firm CRD# 171107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Emanuel Nmn Frangiadakis · CONCORD, MA

Registration

CRD #5810573 · TWELVE POINTS WEALTH MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

TWELVE POINTS WEALTH MANAGEMENT

May 2014 – present

MORGAN STANLEY

Nov 2013 – Nov 2013

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · November 6, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWELVE POINTS WEALTH MANAGEMENT LLC

CRD 171107 · SEC 801-108967

AUM

$1.2B

Regulatory assets under management

Employees

1,387 client accounts

Services offered by TWELVE POINTS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TWELVE POINTS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Emanuel Nmn Frangiadakis offer?

Emanuel Nmn Frangiadakis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.

What are Emanuel Nmn Frangiadakis's credentials?

Emanuel Nmn Frangiadakis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emanuel Nmn Frangiadakis located?

Emanuel Nmn Frangiadakis is based in CONCORD, Massachusetts, working with TWELVE POINTS WEALTH MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Emanuel Nmn Frangiadakis charge for services?

Emanuel Nmn Frangiadakis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWELVE POINTS WEALTH MANAGEMENT LLC?

TWELVE POINTS WEALTH MANAGEMENT LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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