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Building 2SOLID POINT WEALTH ADVISORS, LLC

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Phone518-681-0107
NotebookSEC #801-126623
Total AUM
$119.7M
Employees
8
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
518-681-0107

ReceiptFinancials

Total AUM
$119.7M
Accounts
239
Discretionary
$119.7M
Accounts
239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$17M
HNW Individual Clients
127
AUM
$85.1M
Corporation or Business Clients
12
AUM
$17.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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