Point Bridge Capital was founded in 2013 to provide entrepreneurs, family offices, foundations, nonprofit organizations, and high-net-worth individuals customized investment management advice across all asset classes. Point Bridge is a fee-only, non-commission SEC-registered investment adviser (RIA) with a fiduciary duty to act in its clients’ best interests.
We offer the following services to our clients:
• Investment Management
• Independent Custody
• Trust Services
• Lending
Point Bridge Capital, through its partnership with Dynasty Financial Partners, combines the vast scale and services available at the largest Wall Street firms with the client service and customization of a small regional firm.
Scaling our firm with Dynasty maximizes our services in the following ways:
• Offer investment products with lower fees than what would be paid as a standalone investment firm
• Provide a greater range of options for our clients, including alternative investments through the iCapital Network
• Allow us to capably meet your investment needs – a near-unlimited and incomparable product offering combined with dedicated, personal service
Company Details
- Employees
- 4
- Founded
- -
- Address
- 300 Throckmorton,
- Phone
- +1 817-632-2504
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pointbridgecapital.com
- Keywords
- Risk Management, Investment Management, Corporate Advisory, Investment Advisory, high net worth, M&A Advisory, Research, ETF.
- HQ
- Fort Worth, Texas
Point Bridge Capital Questions
Point Bridge Capital's helpline number is +1 817-632-2504
Point Bridge Capital's website is pointbridgecapital.com
Point Bridge Capital's LinkedIn profile is https://www.linkedin.com/company/pointbridge1
Point Bridge Capital has
4 employees.
View email and phone details for 4
employees at Point Bridge Capital.
Point Bridge Capital's industry is
Financial Services
Point Bridge Capital's top competitors are
Bridge Point Capital,
Presilium Private Wealth,
Firehawk,
Omg Jax,
Arriva Leisure Sports Vehicles Inc.,
Quotient Wealth Partners,
Sykon Asset Management,
Concentus Wealth Advisors,
Abacus Global Management,
Caz Investments.
Point Bridge Capital's categories are Financial Services
Point Bridge Capital's founding year is 2013
