Strategic Point Investment Advisors LLC
Nombre legal: STRATEGIC POINT INVESTMENT ADVISORS LLC
Detalles de contacto completos
Strategic Point Investment Advisors LLC
294 WEST EXCHANGE STREET, PROVIDENCE, RI
401-273-1500
401-273-8987
Otra información
Strategic Point Investment Advisors LLC, legalmente conocida como STRATEGIC POINT INVESTMENT ADVISORS LLC, es una compañía de responsabilidad limitada DE con 14 empleados, incluyendo 7 en cargos de asesoría. Actualmente, la firma presta servicio a 3 clientes y está registrada como aprobada por la Comisión de Valores y Bolsa de los Estados Unidos (SEC), con una fecha de registro del 31 de diciembre de 2002.
StrategicPoint Investment Advisors Financial Planner | Rhode Island Financial Advisors | Providence | East Greenwich | StrategicPoint
Ethical Wealth Management – Financial Planning
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
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Propietarios directos
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ANDREA REGINA FELICE
CHIEF FINANCIAL OFFICER posee menos de 5%
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BETSEY ALDEN PURINTON
MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER posee menos de 5%
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DEREK MICHAEL AMEY
PORTFOLIO MANAGER posee menos de 5%
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FI SERVICES HOLDINGS, LLC
MEMBER posee 75% o más
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RICHARD JOSEPH ANZELONE
CHIEF COMPLIANCE OFFICER posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
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FOCUS OPERATING, LLC
MEMBER posee 75% o más
Empresas ubicadas cerca
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $66,703k
- ISHARES TR CORE S&P TTL STK $23,268k
- ISHARES TR CORE S&P500 ETF $20,899k
- VANGUARD INDEX FDS MID CAP ETF $19,704k
- iShares Core MSCI Total Intern $18,652k
- ISHARES TR S&P 500 VAL ETF $15,737k
- SELECT SECTOR SPDR $14,941k
- ISHARES TR $14,179k
- VANGUARD INDEX FDS TOTAL STK MKT $11,068k
- VANGUARD WORLD FDS HEALTH CAR $11,068k