BALANCE POINT CAPITAL ADVISORS, LLC

285 Riverside Avenue
Suite 200
Westport, Connecticut 06880
Tel: 203-652-8250

About BALANCE POINT CAPITAL ADVISORS, LLC

BALANCE POINT CAPITAL ADVISORS, LLC, formally registered with the SEC as BALANCE POINT CAPITAL ADVISORS, LLC. The firm was established in 07/24/2015. They have over 1 offices throughout the country.

BALANCE POINT CAPITAL ADVISORS, LLC is a Westport, Connecticut based Financial Planning firm with nearly $2,030,700,480 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	264789
SEC#	801-103476
Assets Managed by Firm	$2,030,700,480
No. of Clients	7
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based
Other (DEBT CLOSING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$2,030,700,480

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