# Allpoint Financial Group: new SEC registration, $117M AUM, Petaluma, CA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Allpoint Financial Group |
| Legal name | Allpoint Financial Group LLC |
| CRD | 301028 |
| Status | Approved |
| Registered with the SEC | 2026-07-14 |
| Latest Form ADV filing | 2026-06-12 |
| Location | Petaluma, CA, United States |
| Regulatory AUM | $116,768,023 |
| Accounts | 721 |
| Employees | 5 |
| Website | https://allpointfg.com |

## Why this score
- $117M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/301028). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.