Landing Point Financial Group
Firm details
- Headquarters
- Avon, Ohio
- CRD number
- 312978
- Registered since
- May 19, 2021
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.11%
- Individuals44.86%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Landing Point Financial Group operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm is individually owned and services both individuals/families and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses; the firm's business activities also include accounting services. Fee arrangements are a mix of percentage-of-AUM and fixed fees. Landing Point does not present itself as a capital allocator and is not marked as an active ESG investor. The adviser is not classified as multi-state or affiliated with a related adviser in the source data.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2Kevin Kim
Chief Compliance OfficerCRD 8004229
Michelle Zimmerman
Chief Operating OfficerCRD 5672237
Contacts
3 of 6
Casey Davis
Planning AssistantCRD 5320645
Brian Morgan
Financial AdvisorCRD 4522615
William Ferber
Wealth AdvisorCRD 6489496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$277M in ETFs
42%
$116M
46%
$161M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $47.5M | 1,043,899 | 17.16% |
Location
Avon, OH
Lorain
Location
Avon, OH
Headquartered in Avon, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Lorain
- Address
- 36901 American Way
- Time zone
- ET (UTC-5)
- Office locations
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