THREEPOINT CAPITAL GROUP, LLC

NORIBA ADVISORS

WOODLAND HILLS, California·2 registered advisors·CRD# 150981

SEC# 801-72642818-483-1001

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at THREEPOINT CAPITAL GROUP, LLC

2 registered advisors

Ahmad Yama Bassam

WOODLAND HILLS, California

Michael J ("mi Only") Hoelscher

WOODLAND HILLS, California

05

Office Locations

WOODLAND HILLS, California

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Data sourced from SEC Form ADV filings. THREEPOINT CAPITAL GROUP, LLC (CRD# 150981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.