Capital Point Financial Group Ltd
- Assets, Funds, Holdings
| Capital Point Financial Group Ltd
|
| CRD # | 171867 |
| SEC # | 801-113136 |
| CIK # | 0001634113 |
| AUM |
|
| Employees |
13 (77% Investors, 85% Brokers)
|
| Phone | 847-635-8435 |
| Address | 4350 Di Paolo Center Suite B
Glenview, IL 60025 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
633
|
96.1 |
| (b) Individuals (high net worth individuals) |
295
|
212.8 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
2 |
3.5 |
| (h) Charitable organizations |
2 |
0.3 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,604 |
312.6 |
| By Discretionary |
| Discretionary |
0 |
0.0 |
| Non-Discretionary |
1,604 |
312.6 |
| Total |
1,604 |
312.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
312.6 |
| Total |
1,604 |
312.6 |
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