Investment adviser · CRD 168793

FIRSTPOINT FINANCIAL, LLC

Investment adviser filing (IA)

LEAWOOD, KS, United States · Form ADV filed Mar 20, 2015

Regulatory AUM
$36.4M
Form ADV · Item 5.F
Client accounts
389
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
14
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

4200 WEST 115TH STREET, SUITE 100
LEAWOOD, KS, 66211, United States

CRD 168793

Filing source

Form ADV 890861 · Mar 20, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.