ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

PETALUMA, California·4 registered advisors·CRD# 162143
SEC# 801-767730800-395-0045
01

Firm Overview

AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

4 registered advisors
Christina Lynn Eaken
PETALUMA, California
Francis Daniel Ertel
PETALUMA, California
Lynda Louise Pitts
PETALUMA, California
Robert Preston Pitts
PETALUMA, California
05

Office Locations

PETALUMA, California
4 advisors

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Data sourced from SEC Form ADV filings. ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC (CRD# 162143) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.