Five Points Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289903
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.48%
- Individuals16.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Five Points Investment Advisors, LLC is a limited liability company that focuses on providing portfolio management services primarily for individual and family clients, as well as institutional clients. The firm operates under a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it does allocate to third-party external alternative investment asset managers and utilizes mutual funds as part of its investment strategy. The firm is not classified as a multi-state adviser and does not have any affiliations with related advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Thomas Esposito
PrincipalCRD 2458783
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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