BLUE POINT FINANCIAL, INC.
  • BLUE POINT FINANCIAL, INC.

Adviser Profile

As of Date 06/06/2025
Registration status Registration Changed to BLUE POINT FINANCIAL, INC.
ADV Location SCARBOROUGH, ME, United States
Contact Info 207 xxxxxxx
Websites
AUM* 113,342,695 12%
of that, discretionary 104,564,167 19%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 238,115 -50%
% High Net Worth 39.58% 72%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees