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SINGLE POINT PARTNERS
SINGLE POINT PARTNERS, LLC
CRD 163793 · SEC 801-112849
277 DARTMOUTH STREET, 4TH FLOOR, BOSTON, MA, 02116, United States
Phone
617-600-0510
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$641.3M
Discretionary AUM
$635.4M
Team
16 total employees; 12 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $30.7M |
| High net worth individuals | 136 | $608.8M |
| Investment companies | 6 | $155K |
States served
MA, NY, RI, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD