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STRATEGICPOINT INVESTMENT ADVISORS LLC

Tel: 401-273-1500
294 West Exchange Street
Providence, Rhode Island  02903-1004

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STRATEGICPOINT INVESTMENT ADVISORS LLC

STRATEGICPOINT INVESTMENT ADVISORS LLC is a Providence, Rhode Island based financial advisory firm with nearly $716,766,644 in assets under management and provides investment advisory services for 1948 clients. There are currently 12 financial advisors at the firm.

General Information

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)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

124636

SEC#:

801-61711

No. of Clients:

1948

Assets under Management

$716,766,644

No. of Advisors:

12

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