$116.8M Total AUM
$116.8M Disc. AUM
-- 3Y CAGR
5 Employees
431 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Horizon optimaVertex timber
- Established Date
- 03-03-2021
- Office Locations
- 2
Office Locations
765 Baywood Drive Suite 147 Petaluma CA
830 School Street Ste. 5 Napa CA
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.
Team overview
43 AVG AGE
$29.2M AVG AUM / ADVISOR
$270.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier Zenith ember
Client Personas
Matrix glacier
Custodian
Quantum horizon Oak ember Harbor Peak Frontier Element horizon
Investment Themes
Focus Optima ridge Unison alpha
Investment Vehicles
Vector summit Eagle
Services
Radial signal Alpha foundation Vertex Timber focus Ember alpha Pathway
Technology
Alpha Atlas
Owner & Executives
B
BRIAN CHRISTOPHER MONSKE
Managing Director
- CRD
- #4592318
- Ownership
- 25% but less than 50%
(436) 292-2393
insight.value@pathwaycapital.com
in linkedin.com/in/matrix-focus
ERNEST DARREN RENNER
Chief Compliance Officer, Managing Director
- CRD
- #4634264
- Ownership
- 25% but less than 50%
(589) 784-6532
harbor.momentum@insightcapital.com
in linkedin.com/in/catalyst-quantum
P
Prime optima
Prime radial peak
- CRD
- #10275
- Ownership
- 10.1%
(264) 560-5715
quantum.bridge@frontiercapital.com
in linkedin.com/in/matrix-peak
Showing 2 of 4 owners & executives
Unlock allContacts
M
Marck Zuehlsdorff
--
- CRD
- #4673727
(975) 562-3009
momentum.bridge@catalystcapital.com
in linkedin.com/in/north-delta
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,768,023 | -- |
| Non-Discretionary | $0 | -- |
| Total | $116,768,023 | -- |
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Separately Managed Accounts
Total SMA Asset: $116,768,023
Public Funds:
7.6% Equity - Exchange:
6.2% Cash:
11.1% U.S. Government/Agency:
31.3% Corporate - Non-Investment Grade:
23.3% Equity - OTC:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $307,037,441 | 7.6% |
| Equity - Exchange | $250,477,913 | 6.2% |
| Cash | $448,436,263 | 11.1% |
| U.S. Government/Agency | $1,264,509,463 | 31.3% |
| Corporate - Non-Investment Grade | $941,312,156 | 23.3% |
| Equity - OTC | $828,193,098 | 20.5% |
| Total | $4,039,966,334 | 100.0% |