Five Point Investments
Firm details
- Headquarters
- ,
- CRD number
- 336858
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Five Point Investments is organized as a limited liability company under individual ownership and operates as a small, unclassified registered adviser. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it runs educational seminars and workshops. Its fee schedule includes percentage-of-assets, hourly charges, and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents17%
Owners & executives
1 of 1Boruch Terebelo
Owner, Chief Compliance OfficerCRD 8105879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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