TOWERPOINT WEALTH, LLC - Financial Advisor in California, Sacramento

Tel: (916) 405-9140 500 Capitol Mall Suite 2060 Sacramento, California 95814

About TOWERPOINT WEALTH, LLC

TOWERPOINT WEALTH, LLC is a Sacramento, California based financial advisory firm with nearly $418,956,820 in assets under management and provides investment advisory services for 1320 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

288593

Firm SEC#:

801-110596

Assets Under Management:

$418,956,820

No. of Clients:

1320

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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