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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-2017
- Office Locations
- 1
Office Locations
About Five Points Investment Advisors, LLC
Five Points Investment Advisors, LLC is a Sarasota, FL RIA led by principal Thomas A. Esposito providing asset and wealth management and investment advice for retail and institutional clients. The firm builds customized portfolios focused on asset allocation and portfolio construction, using primarily ETFs and mutual funds with a fixed-income component where appropriate. Custody is reported with Charles Schwab & Co., among others.
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS ANTHONY ESPOSITO
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2458783
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,727,171 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,727,171 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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