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TWO POINT CAPITAL MANAGEMENT, INC.
CRD 131816 · SEC 801-78625
4 S MAIN STREET, PITTSFORD, NY, 14534, United States
Phone
585-586-1731
Fax
585-586-0091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.5M
Discretionary AUM
$310.5M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $14.0M |
| High net worth individuals | 80 | $296.6M |
States served
MT, NY, FL
All web addresses on file
Official SEC filing: View on IAPD