Towerpoint Wealth LLC
Legal Name: TOWERPOINT WEALTH, LLC
500 CAPITOL MALL, SUITE 1060, SACRAMENTO, CA
Full Contact Details
Other Info
Towerpoint Wealth LLC is legally known as TOWERPOINT WEALTH, LLC. It is a DE Limited Liability Company. This firm has 6 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 26, 2017.
Direct Owners
-
JOSEPH FREDERICK ESCHLEMAN
CHIEF COMPLIANCE OFFICER AND MEMBER owns 75% or more
Firms Located Nearby
- Lucas Group Financial Planners Inc
- Strategic Wealth Advisors Group LLC
- FDX Advisors Inc
- Springer Investment Management Inc
- Hanson Mcclain LP
- BOYD Wealth Management LLC
- AF Advisors Inc
- Brown Robello Capital Management LLC
- TATE Wealth Management
- Genovese Burford & Brothers Wealth and Retirement PLAN MGMT LLC
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 7, 2019
- VANGUARD SCOTTSDALE FDS $17,508k
- VANGUARD INDEX FDS VALUE ETF $11,799k
- VANGUARD INDEX FDS GROWTH ETF $9,499k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $8,974k
- VANGUARD INDEX FDS SML CP GRW ETF $8,483k
- VANGUARD INDEX FDS SM CP VAL ETF $7,922k
- VANGUARD CHARLOTTE FDS $7,043k
- SSGA ACTIVE ETF TR $6,930k
- SPDR SERIES TRUST $6,899k
- VANECK VECTORS ETF TR $6,228k