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BLUE POINT FINANCIAL, INC.
CRD 299688 · SEC 801-132922
243 US-1, SCARBOROUGH, ME, 04074, United States
Phone
207-883-2009
Fax
207-883-5034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.7M
Discretionary AUM
$142.4M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; 12(B)-1 FEES
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersOUTSIDE MANAGER REFERRALS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $40.1M |
| High net worth individuals | 68 | $106.2M |
States served
ME, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD