POINT CAPITAL ALIGNED WEALTH, LLC
POINT CAPITAL ALIGNED WEALTH, LLC of NEW YORK, NY is an SEC exempt reporting adviser (CRD 164546).
Registration
CRD:
164546
SEC file number:
802-77316
Type:
Exempt reporting adviser
Location:
420 LEXINGTON AVENUE, SUITE 3030, NEW YORK, NY, 10170
Phone:
203-987-4604
Latest filing:
2012-10-25
Total assets:
$4.0M
Officers, owners & control persons (3)
Name
Role
Location
SWIFT RICHARD JOSEPH
CIO
—
FLEMING ANDREW JOHN
CIO
—
MAHAFFY MICHAEL TELFAIR
CEO
—
More on this firm
Form ADV Part 2 brochure
Similar advisers
Related entities and filings
This page as markdown (for LLM agents)
CRD 164546 on SEC IAPD
(source of record)
Search all SEC investment advisers on Adviser Search