CAPITAL POINT FINANCIAL GROUP, LTD.
Glenview, Illinois
5.0
1 Review
Capital Point Financial Group, Ltd., a local investment advisory firm headquartered in Glenview, IL, operates three offices and employs a total of 13 professionals. With 10 dedicated to providing investment advisory services, they possess substantial expertise in the field. Each investment advisor at Capital Point Financial Group, Ltd. manages an average of approximately $31,260,000 in assets under management. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility to meet clients' needs. Notably, about half of their assets under ma...
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Assets Under Mgmt

$312.6M

Investment Professionals

10

Locations

2

% 401K & Individual

31%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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