Unclaimed Profile

Paul John Huebner

POINTE CAPITAL MANAGEMENT LLC·GROSSE POINTE FARMS, Michigan

Series 7, Series 65, Series 66Clean record18 years registeredPOINTE CAPITAL MANAGEMENT LLC

102 KERCHEVAL AVENUE, GROSSE POINTE FARMS, MI 48236CRD# 4262776Firm CRD# 152520

Profile Verification

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

Identity

Paul John Huebner · GROSSE POINTE FARMS, MI

Registration

CRD #4262776 · POINTE CAPITAL MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

PARK INVESTMENTS AND CONSULTING LLC

May 2024 – present

POINTE CAPITAL MANAGEMENT LLC

Jan 2011 – Apr 2024

GROSSE POINTE FARMS, MI

POINTE CAPITAL MANAGEMENT LLC

Apr 2010 – Dec 2010

GROSSE POINTE FARMS, MI

UBS FINANCIAL SERVICES INC.

Sep 2007 – Dec 2007

GROSSE POINTE FARMS, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · September 11, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POINTE CAPITAL MANAGEMENT LLC

CRD 152520 · SEC 801-70983

AUM

$388M

Regulatory assets under management

Employees

434 client accounts

Services offered by POINTE CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at POINTE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Paul John Huebner offer?

Paul John Huebner specializes in Investment Management, Wealth Management. Contact their office in GROSSE POINTE FARMS, Michigan for a consultation.

What are Paul John Huebner's credentials?

Paul John Huebner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul John Huebner located?

Paul John Huebner is based in GROSSE POINTE FARMS, Michigan, working with POINTE CAPITAL MANAGEMENT LLC. Their office serves clients in the GROSSE POINTE FARMS metropolitan area and surrounding communities.

How does Paul John Huebner charge for services?

Paul John Huebner'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 POINTE CAPITAL MANAGEMENT LLC?

POINTE CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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