Three Points Financial Inc

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Assets, Funds, Holdings

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Three Points Financial Inc
CRD #132897
SEC #801-123334
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone719-495-7163
Address15455 Gleneagle Drive, Ste 205
Colorado Springs, CO 80921
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 10 7.0
(b) Individuals (high net worth individuals) 47 112.2
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 258 119.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 258 119.2
Total 258 119.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 119.2
Total 258 119.2
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