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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 02-13-2020
- Office Locations
- 1
Office Locations
About Mountainpoint Investment Advisors
MountainPoint Investment Advisors is a New Jersey-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides asset management alongside financial/wealth planning, insurance guidance, and portfolio construction. Portfolios are primarily implemented with ETFs (with some cash and use of mutual funds/fixed income where appropriate) and are custodied with providers including Charles Schwab and Merrill Lynch.
Team overview
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Asset Classes
Client Personas
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW JAMES TARANTO MR.
Chief Compliance Officer, Owner, President
- CRD
- #4986921
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,220,304 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,220,304 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,220,304
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,298,061,385 | 50.2% |
| Cash | $4,263,813,883 | 49.8% |
| Total | $8,561,875,268 | 100.0% |