41
Growth Score in past quarter
pts
Heat Score 41 in past quarter
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Pointer Creek Wealth Management provides individual and corporate financial planning and wealth management services.
- Bryan M. Renner: Founder and Certified Financial Planner
About the Company
Pointer Creek Wealth Management is an independent firm of Certified Financial Planner practitioners. The company serves high-net-worth individuals with fee-based financial planning. Their services include fiduciary wealth and risk management, as well as trust and estate planning. The firm operates under a fiduciary standard, prioritizing
clients' interests. They offer options and solutions for achieving financial goals.