Growth Point Financial LLC

RIASEC Registered
Total AUM
$31.5M
Discretionary
$31.5M
100% of AUM
Avg account
$196K
Accounts
161
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
297543
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals60.31%
  • HNWI39.69%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Growth Point Financial LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges fees based on a percentage of assets under management and also offers hourly engagements. Growth Point is not structured as a capital allocator and is not registered as a multi-state or pension consultant adviser. The firm does not describe itself as an active ESG investor. An insurance-company affiliation is listed in its regulatory materials, suggesting access to insurance-based solutions in client programs.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 87%, Cash & Cash Equivalents 7%, Exchange Traded Equities 5%, Investment Grade Corp Bonds 1%87%
  • Private Funds87%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities5%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • John Burns

    John Burns

    FounderCRD 6545179

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth