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 SEC-registered, with registration dated 2020. Ownership is reported as a combination of a domestic entity and an individual. The firm's regulatory classification in the provided data is unclassified and filings do not identify it as a capital allocator or an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the supplied FINTRX snapshot. Public disclosures in the FINTRX extract are sparse: business activities, advisory services, client segments, and fee structure were not detailed in the data provided.

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
  • Eamon Cullinan

    Managing DirectorCRD 5180213

  • STEPHEN BACHMANN

    Registered RepresentativeCRD 2634507

  • ANDREW VAN OGTROP

    Managing MemberCRD 2921520

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth