BALANCE POINT CAPITAL ADVISORS, LLC

WESTPORT, Connecticut·5 registered advisors·CRD# 264789
SEC# 801-1034760203-652-8250
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: DEBT CLOSING FEES
03

Specialties

Retirement Planning
04

Advisors at BALANCE POINT CAPITAL ADVISORS, LLC

5 registered advisors
Amanda Lauren Meltzer
WESTPORT, Connecticut
Brian Lance Sauerteig
WESTPORT, Connecticut
Eric J Dale
WESTPORT, Connecticut
Justin Marc Kaplan
WESTPORT, Connecticut
Seth Wales Alvord
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
5 advisors

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Data sourced from SEC Form ADV filings. BALANCE POINT CAPITAL ADVISORS, LLC (CRD# 264789) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.