TWELVE POINTS WEALTH MANAGEMENT LLC of CONCORD, MA is an SEC-registered investment adviser (CRD 171107). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Emanuel Nmn Frangiadakis | OWNER | — |
| Kimberly Ann Van Winkle | CHIEF COMPLIANCE OFFICER | — |
| David Matthew Clayman | CEO & WEALTH ADVISOR; CEO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| Francesca Eileen Federico | PRESIDENT AND WEALTH ADVISOR; | — |
| Stephen John Bruno | CHIEF INVESTMENT OFFICER | — |
| VAN ZEE SHERRY ANN | CHIEF COMPLIANCE OFFICER | — |
| FRANGIADAKIS EMANUEL NMN | MANAGING MEMBER/OWNER; OWNER | — |
| CLAYMAN DAVID MATTHEW | CEO & WEALTH ADVISOR | — |
| FEDERICO FRANCESCA EILEEN | PRESIDENT AND WEALTH ADVISOR; | — |
| City | State | Employees | Phone |
|---|---|---|---|
| GUNTERSVILLE | AL | 0 | (265) 540-9104 |
| GUNTERSVILLE | AL | 0 | (265) 540-9104 |