RIA Intelligence

VIEWPOINT INVESTMENT PARTNERS

CRD #109282 SEC #801-56347 SAN DIEGO, CA 858-704-1310
SEC Registered
Total AUM
$80.3M
Discretionary
$80.3M
Employees
5
Clients
--
Accounts
9

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERMINGHAM, WILLIAM, THOMASIVP MARKETINGNA Control
BERMINGHAM, WILLIAM, THOMASIVP MARKETINGNA Control
HARMON, MARSHA, LYNNIVP CHIEF COMPLIANCE OFFICERNA Control
HARMON, MARSHA, LYNNIVICE PRESIDENTNA Control
COONS, JEFFREY, SHANNONICHIEF OPERATING OFFICER/DIRECTORC Control
COONS, JEFFREY, SHANNONICHIEF OPERATING OFFICER/DIRECTORC Control
COONS, MARK, ERNESTICHIEF FINANCIAL OFFICER/DIRECTORC Control
COONS, MARK, ERNESTICHIEF FINANCIAL OFFICER/DIRECTORC Control
COONS, RICHARD, SHANNONIPRESIDENT/DIRECTORC Control
COONS, RICHARD, SHANNONIPRESIDENT/DIRECTORC Control
COONS, RICHARD, SHANNONIPRESIDENT/DIRECTORC Control
COONS, RICHARD, SHANNONIPRESIDENT/DIRECTORC Control
STEFANO, VINCENT, JOSEPHISECRETARY/DIRECTORC Control
STEFANO, VINCENT, JOSEPHISECRETARY/DIRECTORC Control
COONS, JEFFREY, SHANNONICHIEF OPERATING OFFICERB Control
COONS, JEFFREY, SHANNONICHIEF OPERATING OFFICERB Control
COONS, MARK, ERNESTICHIEF FINANCIAL OFFICER/DIRECTORB Control
COONS, MARK, ERNESTICHIEF FINANCIAL OFFICER/DIRECTORB Control
HARMON, MARSHA, LYNNICHIEF COMPLIANCE OFFICER & SECRETARYA Control
HARMON, MARSHA, LYNNICHIEF COMPLIANCE OFFICER & SECRETARYA Control

Registrations

Federal

IA
Mar 1, 2007 REGISTERED

Notice Filings (1)

CA

Address

11995 EL CAMINO REAL
SUITE 305
SAN DIEGO, CA 92130
USA
Phone: 858-704-1310