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 a limited liability company that has been registered with the SEC as an investment adviser since 2015. The firm is listed as owned by a domestic entity and/or individual and is classified in the source data as "Unclassified." The dataset flags 16 Points LLC as not serving as a capital allocator and not participating as an active ESG investor; it is also not designated as a multistate or newly formed adviser, and it is not identified as a pension consultant or related adviser. The firm has not disclosed its advisory services, client segments, fee schedules, or investment strategy in the available records. The dataset does indicate the existence of seven office locations, but no location details or branch addresses are provided.

Assets & Accounts

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
  • Daniel Legaye

    Daniel Legaye

    FinOpCRD 1055035

  • Mark Overley

    Mark Overley

    FounderCRD 2652251

  • Ross Clary

    Ross Clary

    Registered RepresentativeCRD 3093233

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth