Running Point

Running Point

Financial Services, 101 N Pacific Coast Hwy, El Segundo, California, 90245, United States, 11-50 Employees

runningpointcapital.com

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phone no Phone Number: 42********

Who is RUNNING POINT

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 clie...

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  • 101 N Pacific Coast Hwy, El Segundo, California, 90245, United States Headquarters: 101 N Pacific Coast Hwy, El Segundo, California, 90245, United States
  • 2019 Date Founded: 2019
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

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Running Point Org Chart and Mapping

Employees

Daniel Kerr

Senior Financial Advisor

Michael Schulman

Partner, Chief Investment Officer

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Frequently Asked Questions Regarding Running Point

Answer: Running Point's headquarters are located at 101 N Pacific Coast Hwy, El Segundo, California, 90245, United States

Answer: Running Point's phone number is 42********

Answer: Running Point's official website is https://runningpointcapital.com

Answer: Running Point's revenue is $1 Million to $5 Million

Answer: Running Point has 11-50 employees

Answer: Running Point is in Financial Services

Answer: Running Point contact info: Phone number: 42******** Website: https://runningpointcapital.com

Answer: 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 familys 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. Familiesespecially those who own businessesare, 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 ~~ 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.

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