SUNPOINTE, LLC

SUNPOINTE INVESTMENTS
ST. LOUIS, Missouri·3 registered advisors·CRD# 282505
SEC# 801-1183613(314) 880-0821
01

Firm Overview

AUM
$369M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
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
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUNPOINTE, LLC

3 registered advisors
Angela Pompian
ST. LOUIS, Missouri
John Patrick Dwyer
ST. LOUIS, Missouri
CFA
Michael Matthew Pompian
ST. LOUIS, Missouri
05

Office Locations

ST. LOUIS, Missouri
3 advisors

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Data sourced from SEC Form ADV filings. SUNPOINTE, LLC (CRD# 282505) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.