Running Point Capital Advisors

WebsiteDirections

2%
OFF

Running Point Capital Advisors LLC Acquires 1,570 Shares Of Apple …

3 weeks from now

2 days ago · Running Point Capital Advisors LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 11.2% during the third quarter, according to the company in …

marketbeat.com

$483657106
OFF

RUNNING POINT CAPITAL ADVISORS, LLC - WhaleWisdom.com

3 weeks from now

Running Point Capital Advisors is a large advisory firm with 132 clients and discretionary assets under management (AUM) of $483,657,106 (Form ADV from 2024-03-28). Their last reported …

whalewisdom.com

$509
OFF

Running Point Capital Advisors Review 2025 - Investor.com

3 weeks from now

Oct 16, 2024 · Running Point Capital Advisors, registered in 2019, serves 3 state(s) with a licensed staff of 5 advisors. Running Point Capital Advisors manages $509.4 million and …

investor.com

$259
OFF

Running Point Capital Advisors, LLC Q3 2024 13F Top Portfolio …

3 weeks from now

Running Point Capital Advisors, LLC reported 152 holdings with total value $259 M as of Q3 2024. Top holdings included BIL, QQQ, IEMG, QQQM, and QUAL. Running Point Capital …

13f.info

$271000
OFF

Barclays PLC Has $271,000 Stake In Solid Power, Inc. (NASDAQ:SLDP)

3 weeks from now

Jan 6, 2025 · Running Point Capital Advisors LLC Acquires 1,570 Shares of Apple Inc. (NASDAQ:AAPL) Apple Inc. (NASDAQ:AAPL) Shares Sold by 49 Wealth Management LLC …

defenseworld.net

$1158000
OFF

Innodata Inc. (NASDAQ:INOD) Shares Bought By Geode Capital …

3 weeks from now

Jan 2, 2025 · Bank of New York Mellon Corp now owns 78,057 shares of the technology company’s stock worth $1,158,000 after buying an additional 12,515 shares during the period. …

defenseworld.net

$22
OFF

Daughters Of Longtime North Jersey Developer Set To Unveil …

3 weeks from now

Mar 16, 2021 · JLL: Oliver Street Capital lands $22 million acquisition loan for South Plainfield IOS site Blau & Berg: Yankee Line acquires former Coach USA office, garage facility in …

re-nj.com

8%
OFF

Fiserv (NYSE:FI) Given Overweight Rating At Stephens

3 weeks from now

Jan 3, 2025 · Sanders Capital LLC acquired a new stake in Fiserv during the third quarter worth $764,543,000. FMR LLC grew its holdings in shares of Fiserv by 17.8% during the 3rd quarter.

defenseworld.net

FAQs about Running Point Capital Advisors Coupon?

What is running Point Capital Advisors' biggest holding?

Their last reported 13F filing for Q2 2023 included $178,512,463 in managed 13F securities and a top 10 holdings concentration of 54.74%. Running Point Capital Advisors's largest holding is Invesco QQQ Trust, Series 1 with shares held of 64,900. ...

What services does running Point Capital Advisors offer?

Running Point offers family office services: financial planning, consulting, insurance, business mgt, tax preparation, asset management View contacts for Running Point Capital Advisors to access new leads and connect with decision-makers. Where is Running Point Capital Advisors 's headquarters? ...

Why should you choose running point?

This way we’re able to orchestrate all their financial pieces. We know their situations so well that we anticipate their needs before they know they need it. The Running Point team offers expertise and personalized service in a complete range of financial specialties—all in a single multifamily office. ...