STABLEPOINT PARTNERS, LLC

45 Braintree Hill Park
Suite #402
Braintree, Massachusetts 02184
Tel: (781) 654-4600

About STABLEPOINT PARTNERS, LLC

STABLEPOINT PARTNERS, LLC, formally registered with the SEC as STABLEPOINT PARTNERS, LLC. The firm was established in 11/15/2023. They have over 1 offices throughout the country.

STABLEPOINT PARTNERS, LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $534,681,810 assets under management, offering retirement planning & investment advisory services to 1636 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328503
SEC#	801-129030
Assets Managed by Firm	$534,681,810
No. of Clients	1636
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1636	$534,681,810
Individuals (other than high net worth individuals)	25	$18,741,235
High net worth individuals	275	$515,940,575

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