Where are Capital Point Financial Group, LTD employees located globally?

Capital Point Financial Group, LTD has employees across 1 continents and 1 countries including United States Of America.

How has Capital Point Financial Group, LTD's team size changed over time?

Capital Point Financial Group, LTD's team has remained stable from approximately 1 to 1 employees based on available data.

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Capital Point Financial Group, LTD Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Capital Point Financial Group, LTD is a small- to mid-sized financial services firm that specializes in planning and investment management. It offers Investment Management, Financial Planning, and Wealth Management services to help clients address financial questions and pursue long-term goals. The firm emphasizes a collaborative, client-centered approach that seeks to translate financial life events into actionable plans. Its approach centers on helping families navigate major life transitions—such as retirement, education, job changes, and family changes—by organizing these considerations into a coherent strategy.

Based in Glenview, Illinois, the company has expanded its footprint with an Arlington Heights office opened in 2023. In January 2024, Capital Point Financial Group was acquired by Allworth Financial Group, reflecting a development in its corporate trajectory.

Capital Point Financial Group, LTD Global Highlights

North America
10

United States Of America
10

Capital Point Financial Group, LTD's Leadership

D. L.
Mobile Phone
Email
K. K.
Mobile Phone
Email
M. H.
Mobile Phone
Email
M. W.
Mobile Phone
Email

Capital Point Financial Group, LTD Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Capital Point Financial Group, LTD

Name

Title

Contact Info

Location

Last Update

D. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. K.
Mobile Phone
Email
M. H.
Mobile Phone
Email
M. W.
Mobile Phone
Email

Frequently Asked Questions

What is Capital Point Financial Group, LTD known for?

Capital Point Financial Group, LTD was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 4350 di Paolo Center Suite b Glenview, Illinois 60025 United States; you can contact the main corporate office by phone at

+1-847-635-****

. Explore Capital Point Financial Group, LTD's company overview page for more information.

What is Capital Point Financial Group, LTD's most common email format?

Capital Point Financial Group, LTD employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Point Financial Group, LTD email formats with LeadIQ.

How many employees does Capital Point Financial Group, LTD have currently?

Capital Point Financial Group, LTD has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Capital Point Financial Group, LTD's key employees and leadership?

As of February 2026, Capital Point Financial Group, LTD's key employees include:

: D. L.
: K. K.
: M. H.
: M. W.

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Capital Point Financial Group, LTD Employee Directory

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