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| TowerPoint Wealth LLC
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|
|---|---|
| CRD # | 288593 |
| SEC # | 801-110596 |
| CIK # | 0001731445 |
| AUM | $356.6 MM (2023-02-03) |
| Employees | 8 (62% Investors, 25% Brokers) |
| Phone | 916-405-9140 |
| Address | 500 Capitol Mall Sacramento, CA 95814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.5 | |
| IAU | 2.1 | ||
| LLY | 301,789.7 | 1.4 | |
| PG | 338,108.9 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 56.7 |
| (b) Individuals (high net worth individuals) | 152 | 292.4 |
| (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 | 9 | 6.7 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,253 | 356.6 |
| By Discretionary | ||
| Discretionary | 1,243 | 348.7 |
| Non-Discretionary | 10 | 7.9 |
| Total | 1,253 | 356.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 356.5 | |
| Total | 1,253 | 356.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001731445] | |
| SC 13G | [0001731445] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| TowerPoint Wealth LLC | First Trust Exchange-Traded Fund III | [2021-07-07] |
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|---|---|---|
|
Dynamic Financial Group LLC
✚
|
IA | 0.4 |
|
William Madison Advisors Inc
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|
TX | 0.4 |
|
Prudeo Partners LLC
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|
SC | 0.4 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.4 |
|
Orin Green Financial LLC
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|
CA | 0.4 |
|
Julex Capital Management LLC
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|
MA | 0.4 |
|
Clelland & Co Inc
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|
CA | 0.4 |
|
Legacy Wealth Asset Management LLC
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|
MN | 0.4 |
|
Goehring & Rozencwajg Associates LLC
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|
NY | 0.4 |
|
Madison Advisory Services Inc
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|
NY | 0.4 |