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FORT POINT CAPITAL PARTNERS LLC
FORT POINT CAPITAL PARTNERS LLC
SAN FRANCISCO, California
·
6 registered advisors
·
CRD# 146759
SEC# 801-69650
1
(415) 449-0570
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at FORT POINT CAPITAL PARTNERS LLC
6 registered advisors
Jeffrey Dylan Wycoff
SAN FRANCISCO, California
CRD# 2934040
Paul Robert Touchstone
SAN FRANCISCO, California
CFA
CRD# 4640001
Ralph Melville Drybrough
SAN FRANCISCO, California
CRD# 2925917
Robin Ticknor Brinckerhoff
SAN FRANCISCO, California
CFP
CRD# 5886950
Roy Haya
SAN FRANCISCO, California
CRD# 2683621
Timothy Todd Mcdowell
SAN FRANCISCO, California
CRD# 3095193
05
Office Locations
SAN FRANCISCO, California
6 advisors
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Data sourced from SEC Form ADV filings. FORT POINT CAPITAL PARTNERS LLC (CRD# 146759) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.