Three Points Financial, Inc.
Three Points Financial, Inc. (CRD# 132897) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $119,187,967 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management119MILLION
-
Total Number of Accounts258ACCOUNTS
-
Average Account Value$461,969
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Three Points Financial, Inc.
1
Mary Alpers (CRD# 4777789) is an Investment Advisor Representative working at Three Points Financial, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.