First Point Financial Management

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website fpfmgmt.com
Client types

Overview

First Point Financial Management is an independent financial advisory firm based in Calabasas, California. The firm provides financial planning and investment advisory services to individual investors and entrepreneurs, positioning itself as an independent alternative to larger institutional firms. Securities and advisory services are offered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC. The firm emphasizes objectivity and advice based on client needs rather than proprietary products.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

First Point Financial Management

Platform Details

Investment Preferences

Alternative Activity

Address

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