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BALANCE POINT CAPITAL ADVISORS, LLC

Tel: 203-652-8250
285 Riverside Avenue
Suite 200
Westport, Connecticut  06880

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BALANCE POINT CAPITAL ADVISORS, LLC

BALANCE POINT CAPITAL ADVISORS, LLC is a Westport, Connecticut based financial advisory firm with nearly $2,030,700,480 in assets under management and provides investment advisory services for 7 clients. There are currently 17 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based, Other (DEBT CLOSING FEE

Firm CRD#:

264789

SEC#:

801-103476

No. of Clients:

7

Assets under Management

$2,030,700,480

No. of Advisors:

17

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