CRD: 317214
Onpoint Financial Management LLC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
About Onpoint Financial Management LLC
OnPoint Financial Management LLC is a Beverly Hills, CA RIA providing financial planning and investment management for individual investors, with a focus on retirees and retirement planning. The firm emphasizes asset allocation, risk management, and portfolio construction using ETFs and mutual funds, and also supports tax, estate, and insurance planning. Custody includes Charles Schwab and J.P. Morgan.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL ALAN FLORIN TODD
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6328096
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,418,894 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,418,894 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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