Unclaimed Profile

Angela Pompian

SUNPOINTE, LLC·ST. LOUIS, Missouri

Series 65Clean record6 years registeredSUNPOINTE, LLC

8301 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 6925673Firm CRD# 282505

Profile Verification

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

Identity

Angela Pompian · ST. LOUIS, MO

Registration

CRD #6925673 · SUNPOINTE, LLC · 6 years registered

Brand Profile

Not yet started

Career History

SUNPOINTE INVESTMENTS

Oct 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 19, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNPOINTE, LLC

CRD 282505 · SEC 801-118361

AUM

$369M

Regulatory assets under management

Employees

568 client accounts

Services offered by SUNPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNPOINTE, LLC →

Introduction

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Frequently Asked Questions

What services does Angela Pompian offer?

Angela Pompian specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Angela Pompian's credentials?

Angela Pompian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Pompian located?

Angela Pompian is based in ST. LOUIS, Missouri, working with SUNPOINTE, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Angela Pompian charge for services?

Angela Pompian'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 SUNPOINTE, LLC?

SUNPOINTE, LLC has approximately 13 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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