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Allpoint Financial Group LLC

CRD 301028SEC# 801-136736Petaluma, CA
Export (members)
No longer SEC-registered. Allpoint Financial Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$116.8M
Employees
5
Accounts
721
Location
Petaluma, CA

Allpoint Financial Group LLC assets under management

Allpoint Financial Group LLC is an SEC-registered investment adviser based in Petaluma, CA. It reports $116.8 million in regulatory assets under management and employs 5 people.

Allpoint Financial Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Bradley James Scott ControlManaging Director25-50%2020
Brian Christopher Monske ControlManaging Director25-50%2020
Ernest Darren Renner ControlManaging Director & Chief Compliance Officer25-50%2020
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Frequently asked questions

How much does Allpoint Financial Group LLC manage?

Allpoint Financial Group LLC reports $116.8 million in regulatory assets under management on its Form ADV.

How many employees does Allpoint Financial Group LLC have?

Allpoint Financial Group LLC reports 5 employees.

Where is Allpoint Financial Group LLC located?

Allpoint Financial Group LLC is based in Petaluma, CA.

Does Allpoint Financial Group LLC disclose fund performance?

Allpoint Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address765 Baywood Drive, Suite 147, Petaluma, CA 94954
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$116.8M
Non-discretionary$0
Total (RAUM)$116.8M