Curtis Point Capital

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Weston, Massachusetts
CRD number
307399
Registered since
August 24, 2020

Firm profile

FINTRX

Overview

Curtis Point Capital is organized as a limited liability company and is registered with the SEC (registration year 2020). Public records classify the firm as unclassified and indicate ownership involves both a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser. It also does not list itself as a pension consultant or a related adviser. Details about the firm's client types, fee schedules, stated business or advisory activities were not provided in the available data.

Assets & Accounts

Location & Offices

Investment profile

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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 8
  • Douglas Dubiel

    Registered RepresentativeCRD 2158031

  • Matthew Zolin

    DirectorCRD 2563801

  • Stephen Bachmann

    Stephen Bachmann

    Registered RepresentativeCRD 2634507

Unlock 5 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Weston, MA

Middlesex

Location

Weston, MA

Headquartered in Weston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
6 Driftwood Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth