Curtis Point Capital

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Weston, Massachusetts
CRD number
307399
Registered since
August 24, 2020

Firm profile

FINTRX

Overview

Curtis Point Capital is organized as a limited liability company and has been registered with the SEC since 2020. Public filings identify the owner type as a combination of a domestic entity and an individual, but the firm is categorized as unclassified in available data. Several firm-level descriptors are negative or blank: it does not report being a capital allocator, it does not identify as an active ESG investor, it is not a multi-state adviser according to the snapshot fields, and it does not list pension consulting or related-adviser roles. The firm has not provided publicly accessible detail on its advisory activities, client segments, or fee structure.

Assets & Accounts

Investments & Alternatives

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 8
  • Eamon Cullinan

    Eamon Cullinan

    Managing DirectorCRD 5180213

  • Stephen Bachmann

    Stephen Bachmann

    Registered RepresentativeCRD 2634507

  • Andrew Van Ogtrop

    Andrew Van Ogtrop

    Managing MemberCRD 2921520

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Weston, MA

Middlesex

Location

Weston, MA

Headquartered in Weston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
6 Driftwood Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth