THREE POINTS FINANCIAL, INC.
THREE POINTS FINANCIAL, INC. of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 132897). Regulatory assets under management: $119.2M.
Registration
- CRD: 132897
- SEC file number: 801-123334
- Type: Registered investment adviser
- Location: 15455 GLENEAGLE DRIVE, STE 205, COLORADO SPRINGS, CO, 80921
- Phone: 719-495-7163
- Latest filing: 2024-03-08
- Regulatory AUM: $119.2M
- Non-discretionary AUM: $119.2M
- Clients: 2
- Accounts: 258
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| ALPERS MARY REID | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Cruice Steven Francis | TREASURER; TREASURER/CCO | — |
More on this firm