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CRD#: 336295
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for FAVORPOINT CAPITAL Comes From

Understanding the Statistics for FAVORPOINT CAPITAL and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
16220 N Scottsdale Road Suite 300, Scottsdale, AZ 85254
Mailing Address
16220 N Scottsdale Road Suite 300, Scottsdale, AZ 85254
Firm Size
Small
Phone Number
(623) 663-3737
Established
Arizona since 02/21/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
POULIN LEGACY LLLPMANAGING MEMBER
BILLION DOLLAR BODY INCMANAGING MEMBER
BAYERLE, NICHOLAS PAULFOUNDER & CHIEF CAPITAL MARKETS OFFICER8091485
GEORGE, KENNETH RONALDFINOP/POO/PFO2643369
HUNT, DAVID LEEREGISTERED SUPERVISORY PRINCIPAL2772872
POULIN, BRANDONFOUNDER & CEO8091442
ROBERTS, DANIELCCO2208120

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at FAVORPOINT CAPITAL

DH

David Lee Hunt

RR
CRD#: 2772872
Location:
Chicago, IL 60607

Registered Affiliation(s):GIGASTAR SECURITIES, LLC

Disclosures:
Experience:
30 years
BP

Brandon Leo Poulin

Brandon Poulin
RR
CRD#: 8091442
Location:
Scottsdale, AZ 85254

Registered Affiliation(s):FAVORPOINT CAPITAL

Disclosures:
Experience:
1 year
NB

Nicholas Paul Bayerle

RR
CRD#: 8091485
Location:
Scottsdale, AZ 85254

Registered Affiliation(s):FAVORPOINT CAPITAL

Disclosures:
Experience:
1 year
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