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STRATEGICPOINT INVESTMENT ADVISORS LLC
294 West Exchange Street
Providence, Rhode Island 02903-1004
Tel: 401-273-1500
About STRATEGICPOINT INVESTMENT ADVISORS LLC
STRATEGICPOINT INVESTMENT ADVISORS LLC, formally registered with the SEC as STRATEGICPOINT INVESTMENT ADVISORS LLC. The firm was established in 12/31/2002. They have over 2 offices throughout the country.
STRATEGICPOINT INVESTMENT ADVISORS LLC is a Providence, Rhode Island based Financial Planning firm with nearly $637,570,364 assets under management, offering retirement planning & investment advisory services to 1925 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124636 |
| SEC# | 801-61711 |
| Assets Managed by Firm | $637,570,364 |
| No. of Clients | 1925 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1925 | $637,570,364 |
| Individuals (other than high net worth individuals) | 395 | $181,950,469 |
| High net worth individuals | 245 | $449,661,677 |
| Pension and profit sharing plans | 5 | $5,958,218 |
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