1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUE POINT FINANCIAL, INC.

Map pinSCARBOROUGH, ME
Phone207-883-2009
NotebookSEC #801-132922
Total AUM
$152.7M
Employees
3
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
243 US-1
SCARBOROUGH
ME 04074
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
207-883-2009
Other Offices
1

ReceiptFinancials

Total AUM
$152.7M
Accounts
504
Discretionary
$142.4M
Accounts
489
Non-Discretionary
$10.2M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
119
AUM
$40.1M
HNW Individual Clients
68
AUM
$106.2M
Pension/Profit Sharing Plan Clients
1
AUM
$6.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
OUTSIDE MANAGER REFERRALS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12(B)-1 FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMENHTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account