16 Points LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Vega Alta, PR
CRD number
277033
Registered since
December 9, 2015

Firm profile

FINTRX

Overview

16 Points LLC is organized as a limited liability company and has been SEC-registered since 2015. FINTRX classifies it as unclassified and records indicate ownership by a combination of a domestic entity and an individual. The firm does not appear to act as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Several customary adviser attributes (fee structure, specific advisory activities, client types) are not disclosed in the available profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Daniel Legaye

    Daniel Legaye

    FinOpCRD 1055035

  • Mark Overley

    Mark Overley

    FounderCRD 2652251

  • Ross Clary

    Ross Clary

    Registered RepresentativeCRD 3093233

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vega Alta, PR

Location

Vega Alta, PR

Headquartered in Vega Alta, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
10101 Cond Royal Palm
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth