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Patrick Louis Smith

BEARING POINT CAPITAL, LLC·BLOOMINGTON, Minnesota
Unclaimed Profile
3800 AMERICAN BLVD. WEST, BLOOMINGTON, MN 55431CRD# 4702735Firm CRD# 332023
01

About

Patrick Louis Smith is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with BEARING POINT CAPITAL, 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
BEARING POINT CAPITAL, LLC
BEARING POINT CAPITAL
AUM
$839M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BEARING POINT CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4702735
Firm CRD# 332023
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Louis Smith offer?
Patrick Louis Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Patrick Louis Smith's credentials?
Patrick Louis Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Louis Smith located?
Patrick Louis Smith is based in BLOOMINGTON, Minnesota, working with BEARING POINT CAPITAL, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Patrick Louis Smith charge for services?
Patrick Louis Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEARING POINT CAPITAL, LLC?
BEARING POINT CAPITAL, LLC has approximately 7 employees and manages $839M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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