Viewpoint Investment Partners (Encinitas)

Viewpoint Investment Partners is a large advisory firm based in Encinitas. It manages $105.03 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Viewpoint Investment Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Viewpoint Investment Partners: assets under management

The assets under management (AUM) of Viewpoint Investment Partners is $105.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $105.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Viewpoint Investment Partners for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Viewpoint Investment Partners

Richard Shannon Coons has been acting as President since 1 Mar 1999. William Thomas Bermingham joined the executive team most recently as the Vp Marketing.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Shannon Coons	President/director	1 Mar 1999	25% - 50%	732851
Vincent Joseph Stefano	Secretary/director	1 Mar 1999	25% - 50%	4358192
Mark Ernest Coons	Chief financial officer/director	1 Mar 1999	Other	2590300
Marsha Lynn Harmon	Vice president	1 Mar 1999	Other	4358211
Jeffrey Shannon Coons	Chief operating officer	1 Jan 2001	Other	2392493
Marsha Lynn Harmon	Vp chief compliance officer	1 Oct 2004	Other	4358211
William Thomas Bermingham	Vp marketing	1 Sep 2006	Other	2986409

Based in Encinitas

The principal office where Viewpoint Investment Partners performs its advisory services is located at 3238 Olivenhain Farms Rd, Encinitas, CA 92024 The mailing address of the firm is P.O. Box 239006, Encinitas, CA 92023 9006. It doesn’t run an office outside of the United States.