Strategicpoint Investment Advisors Llc, RI — Investment Adviser | BuildTrust

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STRATEGICPOINT INVESTMENT ADVISORS LLC

Investment AdvicePROVIDENCE, RI

Assets Under Management

$806.4M

Total AUM

Donut chart: Discretionary 806.4M
Category	Value
Discretionary	806.4M

Adviser Information

Field	Value
CRD Number	124636
SEC Number	801-61711
Street Address	294 WEST EXCHANGE STREET
Location	PROVIDENCE, RI 02903-1004
Country	United States
Phone	401-273-1500
Fax	401-273-8987
Total Employees	12
Business Types	financial_product_sales

Client Count by Type (706 Total)

Horizontal bar chart: Individuals (other than H… 424, High Net Worth Individual… 277, Pension/Profit Sharing Pl… 5
Category	Value
Individuals (other than H…	424
High Net Worth Individual…	277
Pension/Profit Sharing Pl…	5