FORT POINT CAPITAL PARTNERS LLC - Financial Advisor in California, San Francisco

Tel: (415) 449-0570 275 Sacramento Street 8th Floor San Francisco, California 94111

About FORT POINT CAPITAL PARTNERS LLC

FORT POINT CAPITAL PARTNERS LLC is a San Francisco, California based financial advisory firm with nearly $1,491,236,164 in assets under management and provides investment advisory services for 1150 clients. There are currently 25 financial advisors at the firm.

General Information

Firm CRD#:

146759

Firm SEC#:

801-69650

Assets Under Management:

$1,491,236,164

No. of Clients:

1150

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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