Overview
Assets Under Management: $806 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 277
Average Client Assets: $2 million
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