Towerpoint Wealth, LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 288593
- Registered since
- May 26, 2017
- Website
- towerpointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.34%
- Individuals21.98%
- Corporations / Businesses0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Towerpoint Wealth, LLC is an independent registered investment adviser organized as an LLC and active since 2017. The firm serves both individuals and families as well as institutional clients, combining financial planning with discretionary portfolio management and manager selection services. Its fee model includes percentage-of-AUM arrangements plus hourly and fixed-fee engagements. Towerpoint identifies as an active ESG investor and describes itself as a capital allocator, which suggests it constructs portfolios using both internal strategies and third-party managers.
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 Funds77%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
- Other1%
Contacts
3 of 6
Lori Mckinney
Director of OperationsCRD 4149452
Steven Pitchford
Director of Tax and Financial PlanningCRD 5687306
Nathan Billigmeier
Director of Research and AnalyticsCRD 5750851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$279M in ETFs
87%
$244M
11%
$35.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $31.4M | 144,190 | 11.26% |
Location
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 500 Capitol Mall
- Time zone
- PT (UTC-8)
- Office locations
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