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Building 2EASTERN POINT ADVISORS INC.

Map pinLYNNFIELD, MA
Phone800-462-4610
NotebookSEC #801-48771
Total AUM
$17M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 BROADWAY
LYNNFIELD
MA 01940
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
800-462-4610

ReceiptFinancials

Total AUM
$17M
Accounts
500
Discretionary
$17M
Accounts
500
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MANAGEMENT FEES FROM FUNDS

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
FLMAMENHPA

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

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