← Back to searchVisit website
ALLPOINT FINANCIAL GROUP
ALLPOINT FINANCIAL GROUP LLC
CRD 301028 · SEC 801-136736
765 BAYWOOD DRIVE, SUITE 147, PETALUMA, CA, 94954, United States
Phone
707-303-7000
Fax
707-303-7110
Registration
— (—)
Source
State registered
Total AUM
$116.8M
Discretionary AUM
$116.8M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $36.4M |
| High net worth individuals | 143 | $80.1M |
All web addresses on file
Official SEC filing: View on IAPD