Viewpoint Advisory, LLC
RIAState Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$552K
Accounts
187
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305164
- Registered since
- September 20, 2019
- Website
- viewpointadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.94%
- Individuals12.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Viewpoint Advisory, LLC is an owner-managed independent RIA organized as an LLC that works primarily with individual and family clients. The firm delivers financial planning and discretionary portfolio management services for individuals, small businesses and certain business or institutional accounts. Its fee model combines asset-based fees and fixed-fee engagements. The firm is state-registered in Idaho and Washington.
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 Funds90%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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