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VERNAL POINT ADVISORS, LLC
VERNAL POINT ADVISORS, LLC
SAN FRANCISCO, California
·
11 registered advisors
·
CRD# 166587
SEC# 801-80962
0
415-237-3530
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at VERNAL POINT ADVISORS, LLC
11 registered advisors
Alissa Carnot Douglas
SAN FRANCISCO, California
CRD# 5979235
Elisabeth Marie Macknight
SAN FRANCISCO, California
CRD# 4270185
Heidi Ann Johnson
SAN FRANCISCO, California
CRD# 2443764
John Edward Turcik
SAN FRANCISCO, California
CRD# 6287848
Julie Aileen Sievert
SAN FRANCISCO, California
CRD# 7531587
Kevin Bartholomew Goldstein
SAN FRANCISCO, California
CRD# 2836776
Leigh M Shimamoto
SAN FRANCISCO, California
CRD# 3239255
Mark David Guinney
SAN FRANCISCO, California
CRD# 5868167
Michael Jeffrey Lewis
SAN FRANCISCO, California
CRD# 6524616
Paul William Morelli
SAN FRANCISCO, California
CRD# 6150421
Richard Gordon Faw
SAN FRANCISCO, California
CRD# 5922307
05
Office Locations
SAN FRANCISCO, California
11 advisors
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Data sourced from SEC Form ADV filings. VERNAL POINT ADVISORS, LLC (CRD# 166587) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.