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CAPITAL POINT FINANCIAL GROUP, LTD.
CAPITAL POINT FINANCIAL GROUP, LTD.
GLENVIEW, Illinois
·
1 registered advisor
·
CRD# 171867
SEC# 801-113136
2
847-635-8435
01
Firm Overview
AUM
$313M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL POINT FINANCIAL GROUP, LTD.
1 registered advisor
John Michael Selzer
GLENVIEW, Illinois
CRD# 1490797
05
Office Locations
GLENVIEW, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. CAPITAL POINT FINANCIAL GROUP, LTD. (CRD# 171867) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.