STRATEGICPOINT INVESTMENT ADVISORS LLC
Tel: 401-273-1500 294 West Exchange Street Providence, Rhode Island 02903-1004
About STRATEGICPOINT INVESTMENT ADVISORS LLC
STRATEGICPOINT INVESTMENT ADVISORS LLC is a Providence, Rhode Island based financial advisory firm with nearly $716,766,644 in assets under management and provides investment advisory services for 1948 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
124636
Firm SEC#:
801-61711
Assets Under Management:
$716,766,644
No. of Clients:
1948
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Other (INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS)
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