SINGLE POINT PARTNERS, LLC

SINGLE POINT PARTNERS
BOSTON, Massachusetts·2 registered advisors·CRD# 163793
SEC# 801-11284910617-600-0510
01

Firm Overview

AUM
$525M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SINGLE POINT PARTNERS, LLC

2 registered advisors
Rene Antonio Jarquin
BOSTON, Massachusetts
Shaun David Erickson
BOSTON, Massachusetts
CFP
05

Office Locations

BOSTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. SINGLE POINT PARTNERS, LLC (CRD# 163793) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.