RIA Intelligence

VIEWPOINT CAPITAL MANAGEMENT, LLC

Legal name: VIEWPOINT CAPITAL MANAGEMENT

CRD #158899 SEC #801-117685 SEATTLE, WA 206-219-1410
SEC Registered
Total AUM
$228M
Discretionary
$184M
Employees
1
Clients
0
Accounts
256

AUM Over Time

DateFeb 2025
Total AUM$228M
Discretionary$184M
Non-Disc.$44M
Employees1
Clients0
DateMar 2024
Total AUM$177.6M
Discretionary$140.9M
Non-Disc.$36.7M
Employees1
Clients0
DateMar 2023
Total AUM$135.7M
Discretionary$108.3M
Non-Disc.$27.5M
Employees1
Clients0
DateMar 2023
Total AUM$135.7M
Discretionary$108.3M
Non-Disc.$27.5M
Employees1
Clients0
DateMar 2022
Total AUM$168.9M
Discretionary$136.4M
Non-Disc.$32.5M
Employees1
Clients0
DateJun 2021
Total AUM$125.3M
Discretionary$109.9M
Non-Disc.$15.4M
Employees1
Clients0
DateJun 2021
Total AUM$125.3M
Discretionary$109.9M
Non-Disc.$15.4M
Employees1
Clients0
DateMar 2021
Total AUM$125.3M
Discretionary$109.9M
Non-Disc.$15.4M
Employees1
Clients0
DateJun 2020
Total AUM$114.4M
Discretionary$88.8M
Non-Disc.$25.6M
Employees1
Clients0
DateMar 2020
Total AUM$114.4M
Discretionary$88.8M
Non-Disc.$25.6M
Employees1
Clients0
DateOct 2019
Total AUM$101.1M
Discretionary$85.9M
Non-Disc.$15.2M
Employees1
Clients0