Allpoint Financial Group LLC
CRD 301028SEC# 801-136736Petaluma, CA
No longer SEC-registered. Allpoint Financial Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$116.8M
Employees
5
Accounts
721
Location
Petaluma, CA
Allpoint Financial Group LLC assets under management
Allpoint Financial Group LLC is an SEC-registered investment adviser based in Petaluma, CA. It reports $116.8 million in regulatory assets under management and employs 5 people.
Allpoint Financial Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley James Scott Control | Managing Director | 25-50% | 2020 |
| Brian Christopher Monske Control | Managing Director | 25-50% | 2020 |
| Ernest Darren Renner Control | Managing Director & Chief Compliance Officer | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Allpoint Financial Group LLC manage?
Allpoint Financial Group LLC reports $116.8 million in regulatory assets under management on its Form ADV.
How many employees does Allpoint Financial Group LLC have?
Allpoint Financial Group LLC reports 5 employees.
Where is Allpoint Financial Group LLC located?
Allpoint Financial Group LLC is based in Petaluma, CA.
Does Allpoint Financial Group LLC disclose fund performance?
Allpoint Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 765 Baywood Drive, Suite 147, Petaluma, CA 94954 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$116.8Mregulatory AUM
Discretionary $116.8M