Elizabeth
Ottaway
Pointe Capital Management LLC
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About this Advisor
Elizabeth Ottaway is a financial advisor based in Grosse Pointe, Michigan, working with Pointe Capital Management LLC. Elizabeth has previously held positions at Munder Capital Management, Funds Distributor, LLC, and Pointe Capital Management, LLC. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Elizabeth is part of Pointe Capital Management LLC, which operates out of Grosse Pointe, Michigan. The firm has 6 employees and manages assets totaling $388.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Pointe Capital Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Pointe Capital Management LLC Brokerage Details
$388,146,000
6
434
$894,346
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Elizabeth Ottaway Work History
Pointe Capital Management, LLC
Funds Distributor, LLC
Munder Capital Management
Disclosures
Please visit the SEC profile of Elizabeth Ottaway 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 Pointe Capital Management LLC
Grosse Pointe, MI
Grosse Pointe, MI
Grosse Pointe, MI
Grosse Pointe, MI
Grosse Pointe, MI
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