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 appears in SEC records with a registration year of 2002. Public disclosures about the firm's business model, client focus and specific advisory activities are sparse; FINTRX classifies the firm as "Unclassified" and lists the owner type as both a domestic entity and an individual. Available data flags several status items: the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. Fee structure, target client segments, and portfolio construction approach are not provided in the source material.

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

Owners & executives

2 of 2
  • Louis Mattielli

    Louis Mattielli

    Chief Compliance OfficerCRD 1074096

  • David Conrod

    Chief ExecutiveCRD 2400517

Contacts

3 of 10
  • Jonathan Morley

    Jonathan Morley

    Co-FounderCRD 1802026

  • Patricia Chalian

    Patricia Chalian

    Managing DirectorCRD 4808350

  • Phyllis Chin

    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