DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > providence
STRATEGICPOINT INVESTMENT ADVISORS LLC
Tel: 401-273-1500
294 West Exchange Street Providence, Rhode Island 02903-1004
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
More Financial Advisory Firms in Providence, Rhode Island
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIAM LLC | 133196 | 168 |
| PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 143 |
| CITIZENS SECURITIES, INC. | 39550 | 418 |
| NAUTIC PARTNERS, LLC | 159822 | 70 |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 21 |
| UNISON | 155470 | 1 |
More Firms in Providence, Rhode Island >>