CAPITAL POINT FINANCIAL GROUP, LTD.
CRD #171867 SEC #801-113136 GLENVIEW, IL 847-635-8435
SEC Registered
Total AUM
$312.6M
Discretionary
$0
Employees
13
Clients
251
Accounts
1,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $312.6M | $0 | $312.6M | 13 | 0 |
| Mar 2022 | $326.9M | $0 | $326.9M | 14 | 0 |
| Apr 2021 | $336.9M | $0 | $336.9M | 13 | 0 |
| Mar 2021 | $336.9M | $0 | $336.9M | 13 | 0 |
| Sep 2020 | $269.7M | $0 | $269.7M | 14 | 0 |
| Jun 2020 | $269.7M | $0 | $269.7M | 14 | 0 |
| Jun 2020 | $269.7M | $0 | $269.7M | 14 | 0 |
| Mar 2020 | $269.7M | $0 | $269.7M | 14 | 0 |
| Mar 2019 | $186.4M | $0 | $186.4M | 9 | 0 |
| Apr 2018 | $126.5M | $0 | $126.5M | 9 | 0 |
DateFeb 2023
Total AUM$312.6M
Discretionary$0
Non-Disc.$312.6M
Employees13
Clients0
DateMar 2022
Total AUM$326.9M
Discretionary$0
Non-Disc.$326.9M
Employees14
Clients0
DateApr 2021
Total AUM$336.9M
Discretionary$0
Non-Disc.$336.9M
Employees13
Clients0
DateMar 2021
Total AUM$336.9M
Discretionary$0
Non-Disc.$336.9M
Employees13
Clients0
DateSep 2020
Total AUM$269.7M
Discretionary$0
Non-Disc.$269.7M
Employees14
Clients0
DateJun 2020
Total AUM$269.7M
Discretionary$0
Non-Disc.$269.7M
Employees14
Clients0
DateJun 2020
Total AUM$269.7M
Discretionary$0
Non-Disc.$269.7M
Employees14
Clients0
DateMar 2020
Total AUM$269.7M
Discretionary$0
Non-Disc.$269.7M
Employees14
Clients0
DateMar 2019
Total AUM$186.4M
Discretionary$0
Non-Disc.$186.4M
Employees9
Clients0
DateApr 2018
Total AUM$126.5M
Discretionary$0
Non-Disc.$126.5M
Employees9
Clients0