Steven
Pitchford
Towerpoint Wealth, LLC
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About this Advisor
Steven Pitchford is a certified financial planner based in Sacramento, California with a total of 5 years of relevant experience. Pitchford is an employee of Towerpoint Wealth, LLC. Throughout their career, Pitchford has worked at Deloitte Tax Llp, Wetherby Asset Management, Sabbatical, Towerpoint Wealth, LLC and Bingham, Osborn & Scarborough LLC. Pitchford holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California. Towerpoint Wealth, LLC is an advisory firm operating out of Sacramento, CA. It handles $357 million in assets between its 1,253 accounts, placing it among the larger firms in the nation by assets under management. Of its 1,253 customer accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Towerpoint Wealth, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on which service is offered. However, fee types charged by Towerpoint Wealth, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Towerpoint Wealth, LLC Brokerage Details
$356,589,557
8
1,253
$284,589
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Pitchford Work History
Steven has been registered as a financial advisor for 5 years.*
Towerpoint Wealth, LLC
Towerpoint Wealth, LLC
Sabbatical
Bingham, Osborn & Scarborough LLC
Wetherby Asset Management
Deloitte Tax Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Pitchford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Towerpoint Wealth, LLC
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
