Allocator Index · CRD 124636
STRATEGICPOINT INVESTMENT ADVISORS LLC
Providence, RI · 401-273-1500 · focusfinancialpartners.com
Fit score
50
- aum $250M-$3.0B+22
- hnw>=200+20
- employees 3-60+8
HNW clients
305
Other individuals
401
HNW assets
$738.1M
Total AUM
$914.8M
Employees
12
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.