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TWIN POINT CAPITAL LLC
TWIN POINT CAPITAL LLC
NEW YORK, New York
·
4 registered advisors
·
CRD# 281731
SEC# 801-106871
0
3475945598
01
Firm Overview
AUM
$406M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at TWIN POINT CAPITAL LLC
4 registered advisors
Hamish Jonathan Burt
NEW YORK, New York
CRD# 6404366
Jonathan Evan Friesel
NEW YORK, New York
CRD# 2248959
Lawrence Hall Guffey
NEW YORK, New York
CRD# 2187001
Miranda Sun
NEW YORK, New York
CRD# 7090828
05
Office Locations
NEW YORK, New York
4 advisors
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Data sourced from SEC Form ADV filings. TWIN POINT CAPITAL LLC (CRD# 281731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.