Three Points Financial, Inc.
Colorado Springs, Colorado
Three Points Financial, Inc. is a small investment advisory firm based out of Colorado Springs, CO. With a single office, the company is dedicated to providing investment advisory services. Their team comprises two knowledgeable professionals who offer expertise in managing assets. On average, each investment advisor at Three Points Financial oversees approximately $57,800,000 in assets under management, which aligns with industry standards. The compensation structure at Three Points Financial includes various types such as hourly charges and fixed fees. While 401K and individual accounts make up less than 30% of their assets und...
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Assets Under Mgmt

$115.59M

Investment Professionals

2

Locations

0

% 401K & Individual

14%

% Discretionary

3%
Compensation Structure
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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