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 is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is owned by an individual and combines accounting-related services with financial planning and portfolio management targeted to individuals, families and small-business owners; it also serves some institutional clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Landing Point does not act as a capital allocator or a pension consultant, and it is not positioned as an active ESG investor or a multi-state adviser.
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 6CASEY 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 45Active vs passive
$193M in ETFs
57%
$111M
42%
$82.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.8M | 64,039 | 21.68% |
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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