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TOWERPOINT WEALTH, LLC
TOWERPOINT WEALTH, LLC
SACRAMENTO, California
·
5 registered advisors
·
CRD# 288593
SEC# 801-110596
0
(916) 405-9140
01
Firm Overview
AUM
$419M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
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
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TOWERPOINT WEALTH, LLC
5 registered advisors
Jonathan William Laturner
SACRAMENTO, California
CRD# 5103684
Joseph Frederick Eschleman
SACRAMENTO, California
CRD# 3237843
Lori Anne Mckinney
SACRAMENTO, California
CRD# 4149452
Nathan Paul Billigmeier
SACRAMENTO, California
CRD# 5750851
Steven Michael Pitchford
SACRAMENTO, California
CRD# 5687306
05
Office Locations
SACRAMENTO, California
5 advisors
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Data sourced from SEC Form ADV filings. TOWERPOINT WEALTH, LLC (CRD# 288593) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.