Sign in
Create a free account
BLUEPOINT INVESTMENT COUNSEL, LLC
MADISON, WI
608-828-6286
SEC #801-73033Total AUM
$124.5M
Employees
4Clients
61Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22 E MIFFLIN ST
SUITE 302
MADISON
WI 53703
United States
SUITE 302
MADISON
WI 53703
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
608-828-6286
Financials
Total AUM
$124.5M
Accounts
162Discretionary
$91.5M
Accounts
160Non-Discretionary
$33.1M
Accounts
2
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
52AUM
$85.8M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$34.7M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INSTITUTIONAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.