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TWO POINT CAPITAL MANAGEMENT, INC.
TWO POINT CAPITAL MANAGEMENT, INC.
PITTSFORD, New York
·
3 registered advisors
·
CRD# 131816
SEC# 801-78625
0
585-586-1731
01
Firm Overview
AUM
$273M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TWO POINT CAPITAL MANAGEMENT, INC.
3 registered advisors
Anthony Dominick Testa
PITTSFORD, New York
CRD# 4934106
John Bryan Mcgowan
PITTSFORD, New York
CRD# 2618496
Paul William Spindler
PITTSFORD, New York
CRD# 2903142
05
Office Locations
PITTSFORD, New York
3 advisors
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Data sourced from SEC Form ADV filings. TWO POINT CAPITAL MANAGEMENT, INC. (CRD# 131816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.