SINGLE POINT PARTNERS

277 Dartmouth Street
4th Floor
Boston, Massachusetts 02116
Tel: 617-600-0510

About SINGLE POINT PARTNERS

SINGLE POINT PARTNERS, formally registered with the SEC as SINGLE POINT PARTNERS. The firm was established in 04/16/2018. They have over 11 offices throughout the country.

SINGLE POINT PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $524,990,693 assets under management, offering retirement planning & investment advisory services to 963 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163793
SEC#	801-112849
Assets Managed by Firm	$524,990,693
No. of Clients	963
No. of Advisors	14

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	963	$524,990,693
Individuals (other than high net worth individuals)	68	$45,569,657
High net worth individuals	111	$478,894,008

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