FORT POINT CAPITAL, LLC

FORT POINT CAPITAL
BOSTON, Massachusetts·4 registered advisors·CRD# 164067
SEC# 801-1191350617-303-2123
01

Firm Overview

AUM
$610M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at FORT POINT CAPITAL, LLC

4 registered advisors
Brooke Winfred Ablon
BOSTON, Massachusetts
James Thomas Spencer
BOSTON, Massachusetts
Michael Stephan Schiavo
BOSTON, Massachusetts
Paul Adam Lipson
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. FORT POINT CAPITAL, LLC (CRD# 164067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.