CRESTPOINT CAPITAL MANAGEMENT, LLC

2 registered advisors·CRD# 157926
SEC# 801-784040573-693-1506
01

Firm Overview

AUM
$66M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CRESTPOINT CAPITAL MANAGEMENT, LLC

2 registered advisors
Sharon Mae Uhlemeyer
GRAPEVINE, Texas
William Moerschell Uhlemeyer
GRAPEVINE, Texas
05

Office Locations

GRAPEVINE, Texas
2 advisors

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Data sourced from SEC Form ADV filings. CRESTPOINT CAPITAL MANAGEMENT, LLC (CRD# 157926) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.