ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC of PETALUMA, CA is an SEC-registered investment adviser (CRD 162143). Regulatory assets under management: $29.0M.
| 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 | — |