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Anthony Dominick Testa

TWO POINT CAPITAL MANAGEMENT, INC.·PITTSFORD, New York
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4 S. MAINSTREET, PITTSFORD, NY 14534CRD# 4934106Firm CRD# 131816
01

About

Anthony Dominick Testa is a registered financial advisor based in PITTSFORD, New York, affiliated with TWO POINT CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TWO POINT CAPITAL MANAGEMENT, INC.
TWO POINT CAPITAL MANAGEMENT, INC.
AUM
$273M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TWO POINT CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4934106
Firm CRD# 131816
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Dominick Testa offer?
Anthony Dominick Testa specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Anthony Dominick Testa's credentials?
Anthony Dominick Testa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Dominick Testa located?
Anthony Dominick Testa is based in PITTSFORD, New York, working with TWO POINT CAPITAL MANAGEMENT, INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Anthony Dominick Testa charge for services?
Anthony Dominick Testa's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWO POINT CAPITAL MANAGEMENT, INC.?
TWO POINT CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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