Investment adviser · CRD 175252

FIRSTPOINT FINANCIAL, LLC

Investment adviser filing (IA)

LEAWOOD, KS, United States · Form ADV filed Mar 24, 2016

Regulatory AUM
$60K
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
16
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 24, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

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

CRD 175252

Filing source

Form ADV 999902 · Mar 24, 2016 · 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.