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Employer firm

Twelve Points Wealth Management CRD 171107

$2.24B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Twelve Points Wealth Management

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-06
  • MA RA
    APPROVED
    Since 2024-08-06

Branch Locations

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Billerica, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twelve Points Wealth Management Concord MA 06/2014 03/2018
Twelve Points Wealth Management Concord MA 04/2018 08/2021
Unemployed Billerica MA 09/2021 12/2021
Palo Alto Wealth Management Palo Alto CA 01/2022 04/2022
Director Of Alternatives, Llc Billerica MA 05/2022 Present
Twelve Points Wealth Management Billerica MA 06/2024 Present
Other Businesses

Name of other business: Director of Alternatives, LLC; Is business Investment related: Yes; Address of other business: Billerica, MA; Nature of other business: Alternative Investment Consulting for RIA's; Your position: Founder; Start date of relationship: 05/2022; Approx. # of hours /month devote to other business: 250; Number of hours devoted to other business during securities trading hours: 130; Briefly describe duties: Investment Research & Consulting.

Designations
  • Certified Financial Planner
Other Names
  • Igor Tyagay

View on SEC IAPD

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