Overview
Assets Under Management: $546 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 205
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,095
Discretionary Accounts: 1,084
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 147082
Last Filing Date: 2024-04-29 00:00:00
Website: https://greatpointwealth.com