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Building 2STRATEGIC POINT RETIREMENT PLAN SERVICES LLC

Map pinPROVIDENCE, RI
Phone401-273-1500
NotebookSEC #801-61712
Total AUM
$8.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 WEST EXCHANGE STREET
SUITE 300
PROVIDENCE
RI 02903
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
401-273-1500

ReceiptFinancials

Total AUM
$8.2M
Accounts
254
Discretionary
$8M
Accounts
229
Non-Discretionary
$214.3K
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MARI

HandshakeAffiliates

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

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