16 Points LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Vega Alta, PR
CRD number
277033
Registered since
December 9, 2015

Firm profile

FINTRX

Overview

16 Points LLC is organized as a limited liability company and is registered with the SEC (registration date 2015). Public records identify the owner type as a domestic entity and individual, and classify the firm as "unclassified." The firm is not listed as a capital allocator and is not identified as an active ESG investor. It does not report multi-state adviser status, does not present as a newly formed adviser, and is not described as a pension consultant or related adviser. The dataset provided to FINTRX contains limited operational detail: fields for client segmentation, fee schedules, business activities and specific advisory services are blank. That absence of publicly disclosed business and service detail constrains assessment of the firm’s client focus and service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Ross Clary

    Ross Clary

    Registered RepresentativeCRD 3093233

  • Daniel Legaye

    Daniel Legaye

    AttorneyCRD 1055035

  • Mark Overley

    Mark Overley

    FounderCRD 2652251

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vega Alta, PR

San Juan-Bayam_n, PR

Location

Vega Alta, PR

Headquartered in Vega Alta, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
10101 Cond Royal Palm
Office locations

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