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STRATEGICPOINT INVESTMENT ADVISORS LLC
STRATEGIC POINT INVESTMENT ADVISORS LLC
CRD 124636 · SEC 801-61711
294 WEST EXCHANGE STREET, PROVIDENCE, RI, 02903-1004, United States
Phone
401-273-1500
Fax
401-273-8987
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$914.8M
Discretionary AUM
$914.8M
Team
12 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; REVENUE SHARING WITH OUR AFFILLIATE, FOCUS RISK SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 401 | $171.2M |
| High net worth individuals | 305 | $738.1M |
| Pension/profit sharing plans | 3 | $5.5M |
States served
CA, ME, MD, MA, NY, NC, RI, VA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.FOCUSFINANCIALPARTNERS.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/2064318/
- https://vimeo.com/user16039654
- HTTPS://WWW.STRATEGICPOINT.COM
- HTTPS://WWW.FACEBOOK.COM/STRATEGICPOINTINVESTMENTADVISORS/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STRATEGICPOINT-INVESTMENT-ADVISORS/
- https://twitter.com/focusfinancial
- https://twitter.com/derekamey
- https://www.linkedin.com/company/focus-financial-partners
Official SEC filing: View on IAPD