Allpoint Financial Group

Overview

Allpoint Financial Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. FINTRX data indicates the firm does not position itself as a capital allocator and is not active on ESG investing or listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives