Twelve Points Wealth Management manages investments for high net worth individuals and also offers comprehensive financial planning. Through Twelve Point Retirement Advisors, it gives businesses customized retirement plan advice, fiduciary oversight and employee education. Its Endowment and Foundation practice serves the needs of the non-profit community.
Public regulatory records matched to Twelve Points Wealth Management from SEC and IRS filings.
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Twelve Points Wealth Management is a multi family office (mfo) based in Concord, United States, managing approximately $2.2B in assets.
Twelve Points Wealth Management is headquartered in Concord, United States.
Twelve Points Wealth Management manages approximately $2.2B in assets under management.
Twelve Points Wealth Management focuses on Joint Venture/Partner, Venture Capital - Early Stage, Investment Funds, Real Estate - General, Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services.
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