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ALLPOINT FINANCIAL GROUP

PETALUMA, CA · CRD 301028 · IAPD ↗ · allpointfg.com · 707-303-7000

$116.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — ALLPOINT FINANCIAL GROUP (PETALUMA, CA) is newly SEC-registered with $116.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.