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FIRM PROFILE
Overview
OAKPOINT SOLUTIONS, LLC is located at 100 South Ashley Drive Suite 1130, Tampa, FL 33602 and was first established at Florida, Florida in 01/13/2014. After operating for 12 years, OAKPOINT SOLUTIONS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of OAKPOINT SOLUTIONS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. OAKPOINT SOLUTIONS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at OAKPOINT SOLUTIONS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access OAKPOINT SOLUTIONS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at OAKPOINT SOLUTIONS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for OAKPOINT SOLUTIONS, LLC Comes From
Understanding the Statistics for OAKPOINT SOLUTIONS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
100 South Ashley Drive Suite 1130, Tampa, FL 33602
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Small
(212) 588-6440
Florida since 01/13/2014
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at OAKPOINT SOLUTIONS, LLC
Christopher Douglas Kirsten
Michael Anthony Fey
Gerard James Coughlin
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