Towerpoint Wealth, LLC (0001731445) Submits 13F-HR Filing: Find Out the Latest Financial Moves
In its recent 13F-HR filing, Towerpoint Wealth, LLC (Filer) disclosed its holdings as of the reporting period. The filing is significant as it provides transparency into the investment decisions made by Towerpoint Wealth, LLC, a registered investment advisory firm based in Sacramento, California. By detailing the securities held in its portfolio, the filing offers valuable insights into the firm’s investment strategy and potential market outlook.
Towerpoint Wealth, LLC is a well-established financial advisory firm known for providing personalized wealth management solutions to its clients. With a focus on delivering tailored investment strategies and comprehensive financial planning services, the firm aims to help individuals and families achieve their long-term financial goals. For more information about Towerpoint Wealth, LLC and its services, please visit their official website.
The 13F-HR filing submitted by Towerpoint Wealth, LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form provides details on the firm’s investment holdings, including the names of the securities held, the number of shares, and the total market value of each position. Investors and market analysts often review these filings to track institutional investment trends and gain insights into potential market opportunities.
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Towerpoint Wealth, LLC Submits 13F-HR SEC Filing (0001731445) as Filer
