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Building 2BLACK POINT WEALTH MANAGEMENT

Map pin
Phone401-683-7392
NotebookSEC #801-129688
Total AUM
$184.8M
Employees
4
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
401-683-7392
Other Offices
1

ReceiptFinancials

Total AUM
$184.8M
Accounts
311
Discretionary
$184.8M
Accounts
311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
232
AUM
$62.5M
HNW Individual Clients
68
AUM
$100.2M
Charitable Organization Clients
1
AUM
$2.8M
Corporation or Business Clients
10
AUM
$19.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMANHNYRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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