Towerpoint Wealth is an investment advisor in Sacramento with $356.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821598220
SEC advisor number
801-110596
FINRA CRD number
288593
AUM ?
$356.59 mm
(as of 25 Apr 23)
Accounts
1,253
(as of 25 Apr 23)
Employees
8
(5 investment advisory or research)
Address
Towerpoint Wealth
500 CAPITOL MALL, SUITE 2350
SACRAMENTO
CA 95814
500 CAPITOL MALL, SUITE 2350
SACRAMENTO
CA 95814
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
916-405-9140
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Eschleman, Joseph, Frederick | Chief Compliance Officer | 05/2017 | < 5% |
Billigmeier, Nathan, Paul | Member | 01/2020 | < 5% |
Pitchford, Steven, Michael | Member | 01/2020 | < 5% |
Mckinney, Lori, Anne | Member | 01/2020 | 5-10% |
Eschleman, Joseph, Frederick | Trustee | 04/2007 | > 75% |
the Eschleman Family Trust U/a DTD 4/30/2007 | Member | 05/2017 | 50-75% |
Laturner, Jonathan, William | Member | 01/2021 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22