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Home > Retirement Planners > connecticut > westport > BALANCE POINT CAPITAL ADVISORS, LLC
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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