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 an SEC-registered limited liability company that first registered in 2017. Public filings classify the firm as "unclassified" and list ownership as a combination of a domestic entity and an individual. The snapshot data indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not reported as a multi-state adviser, pension consultant, or related adviser. The firm's publicly available materials provide limited detail on its specific advisory activities, fee structure, or client mix.

Assets & Accounts

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

    Yixin Lin

    AssociateCRD 6801739

  • Brandon Saldana

    Brandon Saldana

    Senior Vice PresidentCRD 5937153

  • James Weidner

    James Weidner

    PartnerCRD 4861441

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Wealth teams

FINTRX

Newly hired reps

FINTRX

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