Running Point is a multifamily office of financial professionals across multiple disciplines. We offer a collaborative and holistic approach, dedicated to the total well-being of our clients and their families. We understand that a family’s financial needs extend beyond wealth management to include financial planning, estate and trust planning, tax preparation and consulting, insurance, and more.
"We believe clients are best served by integrating a team of financial service professionals under a single roof. Families—especially those who own businesses—are, after all, extremely busy."—Jim Schlager, Managing Partner
———our MULTIFAMILY OFFICE SERVICES include———
—Investment & Asset Management
—Financial Planning
—Tax Preparation & Consulting
—Insurance Services
—Trusts & Estates
—Bookkeeping & Bill Pay
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The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Forward looking statements cannot be guaranteed. Running Point does not provide tax advice nor assists in the preparation of tax returns. Tax advice and tax return preparation are offered through our affiliated company, Running Point Tax & Consulting, LLC. Running Point is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Running Point, including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 101 North Pacific Coast Highway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://runningpointcapital.com
- Keywords
- Investment & Asset Management, Alternative Investments, Financial Planning, Tax Preparation & Consulting, Insurance Services, Trusts & Estates, Friendliness, Bookkeeping and Bill Pay, Community, Family Office, Ultra High Net Worth, High Net Worth, Family Businesses.
- HQ
- El Segundo, California
Running Point Questions
Running Point's website is https://runningpointcapital.com
Running Point's LinkedIn profile is https://www.linkedin.com/company/running-point
Running Point has
15 employees.
View email and phone details for 15
employees at Running Point.
Running Point's industry is
Financial Services
Running Point's top competitors are
Capital Group,
Family Financial Llc,
Hollencrest Capital Management,
Cresset,
Clark Asset Management,
Mercer Advisors,
The Family Wealth Edge,
Genter Capital Management,
Ch Investment Partners,
Wellington Management.
Running Point's categories are Financial Services
Running Point's founding year is 2019
