# ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 162143
- Type: SEC-registered investment adviser
- SEC file number: 801-76773
- Location: 2090 MARINA AVENUE, PETALUMA, CA, 94954
- Phone: 800-395-0045
- Latest filing: 2018-03-20
- Regulatory AUM: $29.0M
- Non-discretionary AUM: $29.0M
- Clients: 2
- Accounts: 321

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| PITTS ROBERT PRESTON | PRESIDENT; VICE PRESIDENT OF SALES | — |
| ERTEL FRANCIS DANIEL | VICE PRESIDENT OF SALES | — |
| EAKEN CHRISTINA LYNN | CHIEF COMPLIANCE OFFICER | — |
| PITTS LYNDA LOUISE | GRANTOR AND TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162143/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162143/similar
- Related entities: https://search.stillhousedata.com/firm/162143/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162143

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.