ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
CRD #162143 SEC #801-76773 PETALUMA, CA 800-395-0045
SEC Registered
Total AUM
$29M
Discretionary
$0
Employees
2
Clients
11
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $29M | $0 | $29M | 2 | 11 |
| Mar 2018 | $29M | $0 | $29M | 2 | 11 |
| Feb 2018 | $29M | $0 | $29M | 3 | 0 |
| Dec 2017 | $29M | $0 | $29M | 7 | 0 |
| Dec 2017 | $31.7M | $0 | $31.7M | 7 | 0 |
| Dec 2017 | $31.7M | $0 | $31.7M | 7 | 0 |
| Jul 2017 | $31.7M | $0 | $31.7M | 30 | 341 |
| Mar 2017 | $31.7M | $0 | $31.7M | 30 | 341 |
| Feb 2017 | $26.7M | $0 | $26.7M | 29 | 205 |
| Sep 2016 | $26.7M | $0 | $26.7M | 29 | 205 |
| Aug 2016 | $26.7M | $0 | $26.7M | 29 | 205 |
| Mar 2016 | $26.7M | $0 | $26.7M | 29 | 205 |
| Jan 2016 | $13.6M | $0 | $13.6M | 20 | 11 |
| Oct 2015 | $13.6M | $0 | $13.6M | 20 | 11 |
| May 2015 | $13.6M | $0 | $13.6M | 20 | 11 |
| Apr 2015 | $13.6M | $0 | $13.6M | 20 | 11 |
| Apr 2015 | $13.6M | $0 | $13.6M | 20 | 11 |
| Apr 2015 | $13.6M | $0 | $13.6M | 20 | 11 |
| Mar 2015 | $13.6M | $0 | $13.6M | 20 | 11 |
| Jan 2015 | $11.7M | $0 | $11.7M | 17 | 11 |
| Dec 2014 | $11.7M | $0 | $11.7M | 17 | 11 |
| Jul 2014 | $11.7M | $0 | $11.7M | 17 | 11 |
| Apr 2014 | $11.7M | $0 | $11.7M | 17 | 11 |
| Mar 2014 | $11.7M | $0 | $11.7M | 17 | 11 |
| Feb 2014 | $433.1K | $0 | $433.1K | 12 | 11 |
| Nov 2013 | $433.1K | $0 | $433.1K | 12 | 11 |
| Jul 2013 | $433.1K | $0 | $433.1K | 12 | 11 |
| May 2013 | $433.1K | $0 | $433.1K | 12 | 11 |
| Mar 2013 | $433.1K | $0 | $433.1K | 12 | 11 |
| Dec 2012 | $0 | $0 | $0 | 3 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2018
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees2
Clients11
DateMar 2018
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees2
Clients11
DateFeb 2018
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees3
Clients0
DateDec 2017
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees7
Clients0
DateDec 2017
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees7
Clients0
DateDec 2017
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees7
Clients0
DateJul 2017
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees30
Clients341
DateMar 2017
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees30
Clients341
DateFeb 2017
Total AUM$26.7M
Discretionary$0
Non-Disc.$26.7M
Employees29
Clients205
DateSep 2016
Total AUM$26.7M
Discretionary$0
Non-Disc.$26.7M
Employees29
Clients205
DateAug 2016
Total AUM$26.7M
Discretionary$0
Non-Disc.$26.7M
Employees29
Clients205
DateMar 2016
Total AUM$26.7M
Discretionary$0
Non-Disc.$26.7M
Employees29
Clients205
DateJan 2016
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateOct 2015
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateMay 2015
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateApr 2015
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateApr 2015
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateApr 2015
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateMar 2015
Total AUM$13.6M
Discretionary$0
Non-Disc.$13.6M
Employees20
Clients11
DateJan 2015
Total AUM$11.7M
Discretionary$0
Non-Disc.$11.7M
Employees17
Clients11
DateDec 2014
Total AUM$11.7M
Discretionary$0
Non-Disc.$11.7M
Employees17
Clients11
DateJul 2014
Total AUM$11.7M
Discretionary$0
Non-Disc.$11.7M
Employees17
Clients11
DateApr 2014
Total AUM$11.7M
Discretionary$0
Non-Disc.$11.7M
Employees17
Clients11
DateMar 2014
Total AUM$11.7M
Discretionary$0
Non-Disc.$11.7M
Employees17
Clients11
DateFeb 2014
Total AUM$433.1K
Discretionary$0
Non-Disc.$433.1K
Employees12
Clients11
DateNov 2013
Total AUM$433.1K
Discretionary$0
Non-Disc.$433.1K
Employees12
Clients11
DateJul 2013
Total AUM$433.1K
Discretionary$0
Non-Disc.$433.1K
Employees12
Clients11
DateMay 2013
Total AUM$433.1K
Discretionary$0
Non-Disc.$433.1K
Employees12
Clients11
DateMar 2013
Total AUM$433.1K
Discretionary$0
Non-Disc.$433.1K
Employees12
Clients11
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0