RUNNING POINT CAPITAL ADVISORS LLC

EL SEGUNDO, California·2 registered advisors·CRD# 306275
SEC# 801-1177930424-502-3501
01

Firm Overview

AUM
$509M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at RUNNING POINT CAPITAL ADVISORS LLC

2 registered advisors
James Frederick Schlager
EL SEGUNDO, California
Michael Ashley Schulman
EL SEGUNDO, California
05

Office Locations

EL SEGUNDO, California
2 advisors

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Data sourced from SEC Form ADV filings. RUNNING POINT CAPITAL ADVISORS LLC (CRD# 306275) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.