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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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