Twelve Points Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

171107

SEC number

801-108967

Firm type

RIA

Assets under management

$2.2B as of May 30, 2026

Website

www.linkedin.com/in/gregphillipstpra ↗

Phone

978-318-9500

Address

9 Pond Lane, Concord, MA, 01742

Advisors at this firm

20 in our index · page 1 of 1

• Stephen John BrunoCRD 1382890 · Concord, MA
  IA Registered
• Joseph Michael BelsantiCRD 8187504 · Concord, MA
  IA Registered
• Christopher Alan CahillCRD 4267594 · Concord, MA
  IA Registered
• Deborah North CartisserCRD 1697132 · Concord, MA
  IA Registered
• David Matthew ClaymanCRD 2892042 · Concord, MA
  IA Registered
  Disclosure event(s) on record
• Joel Douglas FearonCRD 5876741 · Concord, MA
  IA RegisteredRegistration inactive
• Francesca Eileen FedericoCRD 5835145 · Concord, MA
  IA Registered
• Emanuel Nmn FrangiadakisCRD 5810573 · Concord, MA
  IA Registered
• Tracey Beauregard HartfordCRD 7790325 · Concord, MA
  IA Registered
• Jeffrey Stuart KingCRD 4992248 · Concord, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Vikram KonankiCRD 8266273 · Concord, MA
  IA Registered
• William George KoshivasCRD 7513037 · Concord, MA
  IA RegisteredRegistration inactive
• Barbara Becker MaiettaCRD 6432486 · Concord, MA
  IA Registered
• Andrew McgillCRD 6199289 · Concord, MA
  IA RegisteredRegistration inactive
• Joseph Paul MontanaCRD 5505765 · Concord, MA
  IA RegisteredRegistration inactive
• Carolyn Brenda MullinsCRD 7749712 · Concord, MA
  IA Registered
• Robert Philip NataleCRD 5537912 · Boston, MA
  IA RegisteredRegistration inactive
• Gregory Alan PhillipsCRD 6786050 · Concord, MA
  IA Registered
• Neil Joseph TremblayCRD 1559290 · Concord, MA
  IA RegisteredRegistration inactive
• Igor TiguyCRD 7945553 · Billerica, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.