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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 858-704-1310 or by fax 858-704-1330. The normal business hours are 6:00 a.m. - 4:00 p.m. on Monday - Friday.