STRATEGICPOINT INVESTMENT ADVISORS LLC - Financial Advisor in Rhode Island, Providence

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Rhode Island?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?