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Paul Gustav Roess

POINTER MANAGEMENT, LLC·CHATTANOOGA, Tennessee
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832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 5728355Firm CRD# 156810
01

About

Paul Gustav Roess is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with POINTER MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
POINTER MANAGEMENT, LLC
POINTER MANAGEMENT, LLC
AUM
$3.0B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at POINTER MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5728355
Firm CRD# 156810
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Gustav Roess offer?
Paul Gustav Roess specializes in Retirement Planning. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Paul Gustav Roess's credentials?
Paul Gustav Roess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Gustav Roess located?
Paul Gustav Roess is based in CHATTANOOGA, Tennessee, working with POINTER MANAGEMENT, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does Paul Gustav Roess charge for services?
Paul Gustav Roess's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POINTER MANAGEMENT, LLC?
POINTER MANAGEMENT, LLC has approximately 16 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHATTANOOGA
John Steen Watson — CHESTNUT FUNDS, LLCMarc Robert Butler — PRONVEST, INC.Tague Robert Goodhue — PANTHEON INVESTMENT LLCTodd Edward Phillips — WEALTH PRESERVATION ADVISORS, LLCWilliam Thorpe Mckenzie — POINTER MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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