Overview
Assets Under Management: $806 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 277
Average Client Assets: $2 million
Frequently Asked Questions
STRATEGIC POINT INVESTMENT ADVISORS 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 #124636), STRATEGIC POINT INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
STRATEGIC POINT INVESTMENT ADVISORS LLC is headquartered in PROVIDENCE, RI.
STRATEGIC POINT INVESTMENT ADVISORS LLC serves 277 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC POINT INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
STRATEGIC POINT INVESTMENT ADVISORS LLC manages $806 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, STRATEGIC POINT INVESTMENT ADVISORS LLC 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: 277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,963
Discretionary Accounts: 1,963
Regulatory Filings
CRD Number: 124636
Filing ID: 1964237
Last Filing Date: 2025-03-31 11:28:00
Website: https://strategicpoint.com