Towerpoint Wealth, LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 288593
- Registered since
- May 26, 2017
- Website
- towerpointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.34%
- Individuals21.98%
- Corporations / Businesses0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Towerpoint Wealth, LLC is an independent registered investment adviser that has been SEC registered since 2017. The firm operates as a capital allocator for both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and selection of third-party advisers. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee options. Towerpoint identifies as an active ESG investor and incorporates those considerations into its investment approach while also serving as a conduit to external managers and strategies.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
- Other1%
Contacts
3 of 6
Steven Pitchford
Director of Tax and Financial PlanningCRD 5687306
Nathan Billigmeier
Director of Research and AnalyticsCRD 5750851
Jonathan Laturner
Partner, Wealth AdvisorCRD 5103684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$270M in ETFs
86%
$231M
13%
$39.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $30.5M | 338,025 | 11.27% |
Location
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 500 Capitol Mall
- Time zone
- PT (UTC-8)
- Office locations
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