METRIC POINT CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
287519
Registered since
July 7, 2017

Firm profile

FINTRX

Overview

Metric Point Capital, LLC is organized as a limited liability company and registered with the SEC in 2017. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The snapshot flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided descriptive entries for client base, fee structure, business activities, or advisory activities in the FINTRX record, so public-facing detail about its target clients or service model is not available from this source.

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
  • Yixin Lin

    AssociateCRD 6801739

  • Brandon Saldana

    Senior Vice PresidentCRD 5937153

  • James Weidner

    PartnerCRD 4861441

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
201 W 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth