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 appears on SEC records with an initial registration dating to 2020. FINTRX classifies the firm as unclassified and lists its ownership as a mix of a domestic entity and an individual. The profile contains minimal detail on business lines, client types, or specific advisory services; several typical flags are negative — the firm is not identified as an active ESG investor, not a pension consultant, not a capital allocator, and not listed as a related adviser. The private disclosure footprint is light: no investment preferences, product mix, or stated target clientele were provided in the source data. That lack of public detail makes it difficult to characterize the firm's investment philosophy or operating model beyond its legal form and registration year.

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 8
  • Douglas Dubiel

    Registered RepresentativeCRD 2158031

  • Matthew Zolin

    DirectorCRD 2563801

  • Stephen Bachmann

    Stephen Bachmann

    Registered RepresentativeCRD 2634507

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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