FOCUSPOINT PRIVATE CAPITAL GROUP

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
122341
Registered since
November 8, 2002

Firm profile

FINTRX

Overview

Focuspoint Private Capital Group is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies ownership as a mix of a domestic entity and an individual but does not assign the firm to a specific advisory classification. Public records for the firm contain very limited operational detail: the firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. FINTRX provides no description of Focuspoint Private Capital Group’s client segments, fee schedules, advisory activities, or manager allocations. The absence of disclosed business activities and affiliations in the record limits what can be concluded about the firm’s typical mandates, target clients, or investment approach.

Assets & Accounts

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

Owners & executives

2 of 2
  • LOUIS MATTIELLI

    Chief Compliance OfficerCRD 1074096

  • DAVID CONROD

    Chief ExecutiveCRD 2400517

Contacts

3 of 10
  • JONATHAN MORLEY

    Co-FounderCRD 1802026

  • PATRICIA CHALIAN

    Managing DirectorCRD 4808350

  • PHYLLIS CHIN

    FinOpCRD 6250921

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth