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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-03-2021
- Office Locations
- 2
Office Locations
About Allpoint Financial Group
AllPoint Financial Group, LLC is a Northern California registered investment adviser serving individuals, companies, and nonprofit organizations with financial planning and portfolio management. The team emphasizes tax-efficient strategies and long-term legacy planning, building portfolios primarily with public funds and ETFs. Custody available via Schwab and LPL.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 431 clients, or 107.8 clients per representative. That equates to $270.9K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Allpoint Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN CHRISTOPHER MONSKE
Managing Director
- CRD
- #4592318
- Ownership
- 25% but less than 50%
ERNEST DARREN RENNER
Chief Compliance Officer, Managing Director
- CRD
- #4634264
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Marck Zuehlsdorff
Wealth Advisor
- CRD
- #4673727
Showing 1 of 5 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,768,023 | $161,953 |
| Non-Discretionary | $0 | -- |
| Total | $116,768,023 | $161,953 |
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Separately Managed Accounts
SMA allocation detail is available
Allpoint Financial Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.