Growth Point Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 297543
- Website
- growthpointfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals60.31%
- HNWI39.69%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Growth Point Financial LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges fees based on a percentage of assets under management and also offers hourly engagements. Growth Point is not structured as a capital allocator and is not registered as a multi-state or pension consultant adviser. The firm does not describe itself as an active ESG investor. An insurance-company affiliation is listed in its regulatory materials, suggesting access to insurance-based solutions in client programs.
Assets & Accounts
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
- Private Funds87%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
John Burns
FounderCRD 6545179
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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