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STABLEPOINT PARTNERS, LLC
CRD 328503 · SEC 801-129030
45 BRAINTREE HILL PARK, SUITE #402, BRAINTREE, MA, 02184, United States
Phone
(781) 654-4600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$930.0M
Discretionary AUM
$926.1M
Team
11 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 298 | $123.2M |
| High net worth individuals | 263 | $797.8M |
States served
CA, DC, ME, MA, NY, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
- https://stablepointpartners.com
- https://www.linkedin.com/company/stablepoint-partners/
- https://www.youtube.com/@StablepointPartners
- https://vimeo.com/showcase/11352883
- https://www.instagram.com/stablepoint_partners/
- https://facebook.com/stablepointpartners
- https://stablepointprivatewealth.com/
- https://x.com/stablepointp
Official SEC filing: View on IAPD