Frederick
Bruenner
Fort Point Capital Partners LLC
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About this Advisor
Frederick Bruenner is a financial advisor based in Narberth, Pennsylvania, working with Fort Point Capital Partners LLC. Frederick has previously held positions at Cypress Point Solutions, Gordian Investments, LLC, Uhlmann Price Securities, LLC, and Fort Point Capital Partners, LLC. Frederick has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Frederick is part of Fort Point Capital Partners LLC, which operates out of Narberth, Pennsylvania. The firm has 1 office and 25 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Fort Point Capital Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,491,236,164
25
1,150
$1,296,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Frederick Bruenner Work History
Uhlmann Price Securities, LLC
Fort Point Capital Partners, LLC
Gordian Investments, LLC
Gordian Investments, LLC
Cypress Point Solutions
Disclosures
Please visit the SEC profile of Frederick Bruenner 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 Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
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New York, NY
Naples, FL
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