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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 $716,766,644 assets under management, offering retirement planning & investment advisory services to 1948 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124636 |
| SEC# | 801-61711 |
| Assets Managed by Firm | $716,766,644 |
| No. of Clients | 1948 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1948 | $716,766,644 |
| Individuals (other than high net worth individuals) | 451 | $204,931,431 |
| High net worth individuals | 213 | $504,401,414 |
| Pension and profit sharing plans | 5 | $7,433,799 |
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