FORT POINT CAPITAL

185 Dartmouth Street
10th Floor
Boston, Massachusetts 02116-5885
Tel: 617-303-2123

About FORT POINT CAPITAL

FORT POINT CAPITAL, formally registered with the SEC as FORT POINT CAPITAL. The firm was established in 08/04/2020. They have over 1 offices throughout the country.

FORT POINT CAPITAL is a Boston, Massachusetts based Financial Planning firm with nearly $610,100,475 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164067
SEC#	801-119135
Assets Managed by Firm	$610,100,475
No. of Clients	5
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$610,100,475

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