POINT CAPITAL ALIGNED WEALTH, LLC
Legal name: POINT CAPITAL ALIGNED WEALTH
CRD #164546 SEC #802-77316 NEW YORK, NY 203-987-4604
State Registered Exempt Reporting
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Oct 25, 2012
- Branch Offices
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Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLEMING, JOHN | I | CIO | C | Control |
| MAHAFFY, MICHAEL, TELFAIR | I | CEO | C | Control |
| SWIFT, RICHARD, JOSEPH | I | CIO | C | Control |
Registrations
Federal
ERA
Oct 25, 2012 REGISTERED
Address
420 LEXINGTON AVENUESUITE 3030
NEW YORK, NY 10170
United States
Phone: 203-987-4604