THREE POINTS FINANCIAL, INC.
CRD #132897 SEC #801-123334 COLORADO SPRINGS, CO 719-495-7163
SEC Registered
Total AUM
$119.2M
Discretionary
$0
Employees
2
Clients
51
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $119.2M | $0 | $119.2M | 2 | 1 |
| Jul 2023 | $105.6M | $0 | $105.6M | 2 | 5 |
| Mar 2023 | $115.6M | $3.7M | $111.9M | 2 | 5 |
| Mar 2023 | $115.6M | $3.7M | $111.9M | 2 | 5 |
| Aug 2022 | $112M | $6.8M | $105.2M | 2 | 8 |
| Jul 2022 | $112M | $6.8M | $105.2M | 2 | 8 |
| Jan 2022 | $112M | $6.8M | $105.2M | 2 | 8 |
DateMar 2024
Total AUM$119.2M
Discretionary$0
Non-Disc.$119.2M
Employees2
Clients1
DateJul 2023
Total AUM$105.6M
Discretionary$0
Non-Disc.$105.6M
Employees2
Clients5
DateMar 2023
Total AUM$115.6M
Discretionary$3.7M
Non-Disc.$111.9M
Employees2
Clients5
DateMar 2023
Total AUM$115.6M
Discretionary$3.7M
Non-Disc.$111.9M
Employees2
Clients5
DateAug 2022
Total AUM$112M
Discretionary$6.8M
Non-Disc.$105.2M
Employees2
Clients8
DateJul 2022
Total AUM$112M
Discretionary$6.8M
Non-Disc.$105.2M
Employees2
Clients8
DateJan 2022
Total AUM$112M
Discretionary$6.8M
Non-Disc.$105.2M
Employees2
Clients8