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GREAT POINT WEALTH ADVISORS, LLC
BOSTON, MA
(617) 585-0050
SEC #801-70479Total AUM
$725.8M
Employees
5Clients
462Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE INTERNATIONAL PLACE
SUITE 4520
BOSTON
MA 02110
United States
SUITE 4520
BOSTON
MA 02110
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
(617) 585-0050
Other Offices
1
Financials
Total AUM
$725.8M
Accounts
1,218Discretionary
$701.3M
Accounts
1,216Non-Discretionary
$24.5M
Accounts
2
Clients
Individual Clients
207AUM
$87.2M
HNW Individual Clients
245AUM
$580.4M
Pooled Vehicle Clients
1AUM
$3M
Pension/Profit Sharing Plan Clients
5AUM
$27.5M
Corporation or Business Clients
2AUM
$1.3M
Other Clients
2AUM
$26.5M
Description of Other Clients
PRIVATE EQUITY
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLMAMENHNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.