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Building 2MISSIONPOINT PARTNERS LLC

Map pin
Phone203-286-0400
NotebookSEC #801-80579
Total AUM
$386.9M
Employees
6
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5PM
Monday - Friday
Phone
203-286-0400

ReceiptFinancials

Total AUM
$386.9M
Accounts
4
Discretionary
$269.8M
Accounts
3
Non-Discretionary
$117.1M
Accounts
1

ContactClients

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HNW Individual Clients
4
AUM
$386.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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