Curtis Point Capital

Broker-DealerFINRA Member
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 owned by a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in its snapshot data and has provided little public detail about its advisory activities, fee model, or client focus. The available records indicate it does not act as a capital allocator and is not identified as an active ESG investor. The firm is not reported as a multi-state adviser, and it is not characterized as newly formed, a pension consultant, or a related adviser to another registered manager. Other operational and business-activity fields are blank in the source data, so the firm's investment approach and client-service model are not disclosed there.

Investments & Alternatives

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