Overview
Assets Under Management: $125 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 52
Average Client Assets: $1.7 million
Frequently Asked Questions
BLUEPOINT INVESTMENT COUNSEL, LLC 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 #160298), BLUEPOINT INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
BLUEPOINT INVESTMENT COUNSEL, LLC is headquartered in MADISON, WI.
BLUEPOINT INVESTMENT COUNSEL, LLC serves 52 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, BLUEPOINT INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BLUEPOINT INVESTMENT COUNSEL, LLC manages $125 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, BLUEPOINT INVESTMENT COUNSEL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.92%
Average Client Assets: $1.7 million
Total Client Accounts: 162
Discretionary Accounts: 160
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 160298
Filing ID: 1198078
Last Filing Date: 2018-03-30 16:31:00