Overview
Assets Under Management: $153 million
Headquarters: SCARBOROUGH, ME
High-Net-Worth Clients: 68
Average Client Assets: $1.6 million
Frequently Asked Questions
BLUE POINT FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299688), BLUE POINT FINANCIAL, INC. is subject to fiduciary duty under federal law.
BLUE POINT FINANCIAL, INC. is headquartered in SCARBOROUGH, ME.
BLUE POINT FINANCIAL, INC. serves 68 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, BLUE POINT FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BLUE POINT FINANCIAL, INC. manages $153 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, BLUE POINT FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.54%
Average Client Assets: $1.6 million
Total Client Accounts: 504
Discretionary Accounts: 489
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 299688
Filing ID: 2039609
Last Filing Date: 2026-03-24 14:38:03