STRATEGIC POINT INVESTMENT ADVISORS LLC

STRATEGICPOINT INVESTMENT ADVISORS LLC
PROVIDENCE, Rhode Island·4 registered advisors·CRD# 124636
SEC# 801-617111401-273-1500
01

Firm Overview

AUM
$717M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGIC POINT INVESTMENT ADVISORS LLC

4 registered advisors
Andrea Regina Felice
PROVIDENCE, Rhode Island
Betsey Alden Purinton
PROVIDENCE, Rhode Island
Derek Michael Amey
PROVIDENCE, Rhode Island
Richard Joseph Anzelone
PROVIDENCE, Rhode Island
05

Office Locations

PROVIDENCE, Rhode Island
4 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC POINT INVESTMENT ADVISORS LLC (CRD# 124636) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.