Running Point Capital Advisors LLC
Running Point Capital Advisors LLC (CRD# 306275) is a financial advisory firm headquartered in El Segundo, CA. They manage $509,376,789 in 612 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management509MILLION
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Total Number of Accounts612ACCOUNTS
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Average Account Value$832,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NE, TX
Elizabeth Desousa (CRD# 4838665) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 19 years of experience in the finance industry.
Daniel Kerr (CRD# 6418221) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 8 years of experience in the finance industry.
James Schlager (CRD# 1944421) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 34 years of experience in the finance industry.
Michael Schulman (CRD# 5044091) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 18 years of experience in the finance industry.