POINT VIEW WEALTH MANAGEMENT, INC.

SUMMIT, New Jersey·2 registered advisors·CRD# 106119
SEC# 801-433400908-598-1717
01

Firm Overview

AUM
$393M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at POINT VIEW WEALTH MANAGEMENT, INC.

2 registered advisors
Claire Ellen Toth
SUMMIT, New Jersey
David Godden Dietze
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. POINT VIEW WEALTH MANAGEMENT, INC. (CRD# 106119) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.