Point View Wealth Management, Inc. is a large advisory firm based in Summit. It manages $306.78 million of regulatory assets for 712 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Massachusetts, and 6 other states.
Point View Wealth Management provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and webinars. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Point View Wealth Management, Inc. is $306.78 million. The firm's AUM has grown by 163% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Point View Wealth Management, Inc. for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of David Godden Dietze is high net worth individuals with 93 clients and $256.12 million of assets under management. Among the 10 most similar advisory firms, Point View Wealth Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $295.66 million for 159 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Point View Wealth Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Godden Dietze has been acting as President since 1 Jan 1993. Claire Ellen Toth joined the executive team most recently as the Vp And Treasurer.
The principal office where Point View Wealth Management, Inc. performs its advisory services is located at 382 Springfield Avenue, Summit, NJ 07901 2707, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-598-1717 or by fax 419-844-0922. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ptview.com.