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HEALTHPOINTCAPITAL MANAGEMENT, LLC
HEALTHPOINTCAPITAL MANAGEMENT, LLC
SAN DIEGO, California
·
6 registered advisors
·
CRD# 309041
SEC# 801-126773
2
212-935-7780
01
Firm Overview
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at HEALTHPOINTCAPITAL MANAGEMENT, LLC
6 registered advisors
Gary Donald Stevenson
SAN DIEGO, California
CRD# 2699025
John Hallett Foster
SAN DIEGO, California
CRD# 4667682
Laing F Rikkers
SAN DIEGO, California
CRD# 7359294
Michael Paul Mogul
SAN DIEGO, California
CRD# 7250461
Milen Todorov Todorov
SAN DIEGO, California
CRD# 5683523
William Stanley Johnson
SAN DIEGO, California
CRD# 6013393
05
Office Locations
SAN DIEGO, California
6 advisors
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Data sourced from SEC Form ADV filings. HEALTHPOINTCAPITAL MANAGEMENT, LLC (CRD# 309041) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.