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Twelve Points Wealth

EST. AUM
$2,243,862,574

CONTACTS
17

CLIENT ACCOUNTS
1,928

Firm Details

Metro area Boston
CRD Number 171107
Website twelvepointswealth.com
Client types

Overview

Twelve Points was founded to bring trustworthiness back to an industry that has steadily lost America's trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry. Their values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful, and friendly guides through their clients' financial affairs. They assist their clients in reaching their goals and fulfilling their dreams in any way they can - whether through financial planning, investment management, or using their network of contacts to provide concierge level services. Their mission is to be THE trusted advisor for their clients. They are fortunate to work with clients who value their relationship with Twelve Points as much as Twelve Points values its relationship with them.

Platform Details

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Alternative Activity

Address

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

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