Onpoint Financial Management LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 317214
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.55%
- Individuals27.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Onpoint Financial Management LLC is an independent, owner-operated RIA that serves individuals and families with fee-based financial planning and portfolio management. The firm combines advisory work with insurance brokerage activity, which shows up in its use of annuities alongside advisory services. Its fee arrangements include both a percentage-of-AUM model and fixed fees. Onpoint is not identified as an active ESG investor and appears to operate primarily within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- Derivatives1%
Owners & executives
1 of 1
Michael Todd
CEOCRD 6328096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 9454 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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