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James Thomas Spencer

FORT POINT CAPITAL, LLC.·BOSTON, Massachusetts
Unclaimed Profile
2 INTERNATIONAL PLACE, 34TH FLOOR, BOSTON, MA 02110CRD# 5313621Firm CRD# 164067
01

About

James Thomas Spencer is a registered financial advisor based in BOSTON, Massachusetts, affiliated with FORT POINT CAPITAL, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORT POINT CAPITAL, LLC
FORT POINT CAPITAL
AUM
$610M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FORT POINT CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5313621
Firm CRD# 164067
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Thomas Spencer offer?
James Thomas Spencer specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are James Thomas Spencer's credentials?
James Thomas Spencer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Spencer located?
James Thomas Spencer is based in BOSTON, Massachusetts, working with FORT POINT CAPITAL, LLC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does James Thomas Spencer charge for services?
James Thomas Spencer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT POINT CAPITAL, LLC.?
FORT POINT CAPITAL, LLC. has approximately 14 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORT POINT CAPITAL, LLC.

Paul Adam Lipson
BOSTON, MA
Brooke Winfred Ablon
BOSTON, MA
Michael Stephan Schiavo
BOSTON, MA

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Research
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