Towerpoint Wealth LLC
Legal Name: TOWERPOINT WEALTH, LLC
Full Contact Details
Towerpoint Wealth LLC
500 CAPITOL MALL, SUITE 1060, SACRAMENTO, CA
(916) 405-9140
(916) 405-9155
Other Info
Towerpoint Wealth LLC, legally known as TOWERPOINT WEALTH, LLC, is a Delaware-based Limited Liability Company. The firm has 6 employees, including 4 advisory professionals, with an undisclosed number of clients. The U.S. Securities and Exchange Commission has recently approved the firm's status as of May 26, 2017.
Sacramento financial advisor | Wealth Management Firm Services
Sacramento Financial advisor services | Wealth management firm near you offers investment management, estate & retirement planning
Direct Owners
-
JOSEPH FREDERICK ESCHLEMAN
CHIEF COMPLIANCE OFFICER AND MEMBER owns 75% or more
Firms Located Nearby
- BOYD Wealth Management LLC
- TATE Wealth Management
- Hanson Mcclain LP
- Hanson Mcclain Retirement Network LP
- Springer Investment Management Inc
- Genovese Burford & Brothers Wealth and Retirement PLAN MGMT LLC
- AF Advisors Inc
- FDX Advisors Inc
- Lucas Group Financial Planners Inc
- Strategic Wealth Advisors Group LLC
News
Top Holdings
- 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