Five Points Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289903
- Website
- www.5pointsinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.48%
- Individuals16.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Five Points Investment Advisors, LLC is an independent, owner-operated RIA focused on portfolio management for individuals, families and small businesses, with some institutional clients. The firm charges clients a percentage-of-AUM advisory fee and manages assets on a discretionary basis. Its stated investment preference is equity-oriented, and it does not identify as an active ESG investor. The adviser is not positioned as a multi-state or pension consultant, and it does not present itself as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Thomas Esposito
PrincipalCRD 2458783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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