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Adam Dilluvio

GURNET POINT CAPITAL, LLC·CAMBRIDGE, Massachusetts
Clean recordGURNET POINT CAPITAL, LLC
55 CAMBRIDGE PARKWAY, CAMBRIDGE, MA 02142CRD# 7708274Firm CRD# 320759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Dilluvio · CAMBRIDGE, MA
Registration
CRD #7708274 · GURNET POINT CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam Dilluvio is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with GURNET POINT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GURNET POINT CAPITAL, LLC
GURNET POINT CAPITAL, LLC
AUM
$3.2B
Regulatory assets under management
Employees
17
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7708274
Firm CRD# 320759
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05

Frequently Asked Questions

What services does Adam Dilluvio offer?
Adam Dilluvio specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Adam Dilluvio's credentials?
Adam Dilluvio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Dilluvio located?
Adam Dilluvio is based in CAMBRIDGE, Massachusetts, working with GURNET POINT CAPITAL, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Adam Dilluvio charge for services?
Adam Dilluvio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GURNET POINT CAPITAL, LLC?
GURNET POINT CAPITAL, LLC has approximately 17 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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