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William Moerschell Uhlemeyer

CRESTPOINT CAPITAL MANAGEMENT, LLC·GRAPEVINE, Texas
Clean recordCRESTPOINT CAPITAL MANAGEMENT, LLC
1452 HUGHES ROAD, GRAPEVINE, TX 76051CRD# 2366900Firm CRD# 157926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Moerschell Uhlemeyer · GRAPEVINE, TX
Registration
CRD #2366900 · CRESTPOINT CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Moerschell Uhlemeyer is a registered financial advisor based in GRAPEVINE, Texas, affiliated with CRESTPOINT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CRESTPOINT CAPITAL MANAGEMENT, LLC
CRESTPOINT CAPITAL MANAGEMENT, LLC
AUM
$66M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CRESTPOINT CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2366900
Firm CRD# 157926
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Moerschell Uhlemeyer offer?
William Moerschell Uhlemeyer specializes in Investment Management, Wealth Management. Contact their office in GRAPEVINE, Texas for a consultation.
What are William Moerschell Uhlemeyer's credentials?
William Moerschell Uhlemeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Moerschell Uhlemeyer located?
William Moerschell Uhlemeyer is based in GRAPEVINE, Texas, working with CRESTPOINT CAPITAL MANAGEMENT, LLC. Their office serves clients in the GRAPEVINE metropolitan area and surrounding communities.
How does William Moerschell Uhlemeyer charge for services?
William Moerschell Uhlemeyer'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 CRESTPOINT CAPITAL MANAGEMENT, LLC?
CRESTPOINT CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRESTPOINT CAPITAL MANAGEMENT, LLC

Sharon Mae Uhlemeyer
GRAPEVINE, TX

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