Three Main Points LLC

Overview

Three Main Points LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual and family clients as well as select institutional relationships, with core advisory services focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-assets model alongside hourly, fixed-fee and performance-based fee options. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser. SEC registration year is not specified in the available data. Three Main Points does not present itself as a capital allocator in the data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives