$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PrimePioneer
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
-- Novato CA
About Jack Point Advisors, LLC
Jack Point Advisors is a fee-only, fiduciary RIA founded in 2017 by James “Jim” Busterud, CFP®, with career experience at Merrill Lynch, Morgan Stanley and UBS. The firm provides holistic financial planning, portfolio management and ongoing coaching for individuals and families, building primarily low-cost passive, tax-efficient portfolios (often via ETFs) guided by in-house analysis and independent research.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Matrix Bridge foundation
Client Personas
Oak Fusion
Custodian
Wave Bridge delta
Investment Themes
Quantum eagle Summit pioneer
Investment Vehicles
Matrix Meridian
Services
Horizon quantum Signal summit Insight Legacy
Technology
North Horizon
Owner & Executives
JAMES PUTNAM BUSTERUD
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3126158
- Ownership
- 75% or more
(553) 818-3438
optima.quantum@insightcapital.com
in linkedin.com/in/north-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,954,029 | $1,296,326 |
| Non-Discretionary | $0 | -- |
| Total | $34,954,029 | $1,296,326 |
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Separately Managed Accounts
Total SMA Asset: $34,954,029
Equity - Exchange:
51.6% Cash:
34.8% Corporate - Non-Investment Grade:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $591,333,050 | 51.6% |
| Cash | $398,806,010 | 34.8% |
| Corporate - Non-Investment Grade | $155,855,223 | 13.6% |
| Total | $1,145,994,283 | 100.0% |