Towerpoint Wealth LLC

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Assets, Funds, Holdings

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Towerpoint Wealth LLC
CRD #288593
SEC #801-110596
CIK #
AUM $193.1 MM (100% Disc, 100% US)
Employees6 (67% Investors, 50% Brokers)
Phone916-405-9140
Address500 Capitol Mall
Sacramento, CA 95814
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VEA 8.7
TOTL 7.7
IWD 7.6
IWF 7.3
BNDX 5.4
CWB 4.9
VBK 4.5
AAPL 843,560.0 4.5
VBR 4.4
VNQ 4.0
View All
Holdings by Sector ($BB)
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