Firstpoint Financial, LLC is a related adviser based in Leawood. It manages $60 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Kansas and New York.
Firstpoint Financial provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Firstpoint Financial, LLC is $60 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Firstpoint Financial, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Andrew Caplinger has served as the Chief Investment Officer since 1 Sep 2014 and Martin Christopher Bicknell is the Chief Executive Officer of Firstpoint Financial, LLC family office. Llc Montage Investments joined the executive team most recently as the Manager.
The principal office where Firstpoint Financial, LLC performs its advisory services is located at 4200 West 115 Th Street, Leawood, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at firstpointfinancial.com.