First Point Asset Management Revenue

Financial Services • Sunshine Coast, Queensland, Australia • 1-10 Employees

First Point Asset Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at First Point Asset Management

Sam Robson

Managing Director

Company overview

Headquarters	Office 13, 10 Arcadia Street, NOOSA HEADS, Queensland 4567, AU
Phone number	+61754492220
Website	firstpointwm.com.au
NAICS	52
SIC	628
Keywords	Asset Management, Portfolio Management, Shares
Employees	1-10
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First Point Asset Management Email Formats

First Point Asset Management uses 1 email format. The most common is {first initial} (e.g., j@firstpointwm.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}	j@firstpointwm.com.au	100%

About First Point Asset Management

WEALTH – KNOWLEDGE - TRUST First Point Asset Management, co-advised by JANA and Brad Matthews Investment Strategies, is an investment services organisation opening its bespoke multi-asset investment solution capability to financial planners, accountants and the broader public via access to the First Point Managed Accounts (FPMA) specifically tailored to your investment requirements. Our investment team combines the unique skillset and collaboration of five highly experienced investment professionals - Sam Robson, Brad Matthews, Toby Lewis, Michael Karagianis & Vessela Tasker to manage a suite of Multi-Asset portfolios on behalf of clients comprised of direct Australian shares, ETF’s and Managed Funds. Our goal is to meet investors objectives by providing a robust investment framework via actively managed and professionally run portfolios that combine all attributes known to deliver value ranging from high-level top down macro analysis to bottom-up stock picking. The investment team brings over 80 years’ of combined experience across investment research, asset allocation, portfolio construction and investment governance to provide a robust bespoke investment solution and value to clients. First Point Asset Management offers multi-asset portfolios across a set of separately targeted models: -- First Point Australian Equity Model -- First Point High-Growth Model -- First Point Balanced Model -- First Point Conservative Model Our managed account portfolios consist of: -- Australian Equities – Larger Companies Direct -- Australian Equities – Mid & Smaller Companies -- Global Equities -- Fixed Interest -- Property & Infrastructure -- Alternatives To find out more, call us on (07) 5449 2220 or email info@firstpointwm.com.au.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

First Point Asset Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

First Point Asset Management has never raised funding before.

First Point Asset Management Tech Stack

Discover the technologies and tools that power First Point Asset Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Shortcodes Ultimate

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

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PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Google Hosted Libraries

CDN

Frequently asked questions

First Point Asset Management is located in Sunshine Coast, Queensland, AU.

You can reach First Point Asset Management at +61754492220.

First Point Asset Management generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

First Point Asset Management has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

First Point Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at First Point Asset Management

Sam Robson

Managing Director

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