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STRATEGICPOINT INVESTMENT ADVISORS LLC

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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