Point View Wealth Management is an investment advisor in Summit with $393.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Point View Financial Services, Inc.
SEC CIK
IRS number
223219372
SEC advisor number
801-43340
FINRA CRD number
106119
AUM ?
$393.38 mm
(as of 27 Jan 21)
Accounts
745
(as of 27 Jan 21)
Employees
5
(4 investment advisory or research)
Address
Point View Wealth Management
382 SPRINGFIELD AVE.
SUITE 208
SUMMIT
NJ 07901-2707
382 SPRINGFIELD AVE.
SUITE 208
SUMMIT
NJ 07901-2707
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
908-598-1717
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dietze, David, Godden | President and Chief Investment Strategist | 01/1993 | < 5% |
Toth, Claire, Ellen | VP and Treasurer | 09/2019 | < 5% |
Alvarado, Karen, Johanna | Chief Compliance Officer | 09/2019 | < 5% |
Peapack-gladstone Bank | Shareholder | 09/2019 | > 75% |
Poland, Todd, Martin | General Counsel/secretary | 09/2019 | < 5% |
Pepack-gladstone Financial Corporation | Shareholder | 08/1997 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
29 Jul 20
13F-HR
Quarterly holdings report by institutional manager
8 May 20
13F-HR
Quarterly holdings report by institutional manager
6 Feb 20
13F-HR
Quarterly holdings report by institutional manager
6 Nov 19
13F-HR
Quarterly holdings report by institutional manager
29 Jul 19
13F-HR
Quarterly holdings report by institutional manager
6 May 19
13F-HR
Quarterly holdings report by institutional manager
7 Feb 19
13F-HR
Quarterly holdings report by institutional manager
8 Nov 18