Oakpoint Solutions, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 171775
- Registered since
- January 23, 2015
- Website
- www.oakpointadv.com
Firm profile
FINTRXOverview
Oakpoint Solutions, LLC is organized as a limited liability company and is registered with the SEC as of 2015. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Miller
Chief Compliance OfficerCRD 5790837
Contacts
3 of 15
Patrick Dunleavy
PartnerCRD 4409459
Samuel Mosey
PartnerCRD 7046172
Michael Fey
Investment BankingCRD 1661092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 100 S Ashley Dr
- Time zone
- ET (UTC-5)
- Office locations
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