Joseph Engelberg is a registered investment advisor at Counterpoint Funds, based in San Diego, CA, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12770 High Bluff Drive, Suite 380, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Counterpoint Funds
Previous Registrations
Counterpoint Asset Management LLC
State Registrations1 state
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