Strategic Point Investment Advisors LLC
Legal Name: STRATEGIC POINT INVESTMENT ADVISORS LLC
Full Contact Details
Strategic Point Investment Advisors LLC
294 WEST EXCHANGE STREET, PROVIDENCE, RI
401-273-1500
401-273-8987
Other Info
Strategic Point Investment Advisors LLC, legally known as STRATEGIC POINT INVESTMENT ADVISORS LLC, is a DE Limited Liability Company with 14 employees, including 7 in advisory positions. The firm currently serves 3 clients and is listed as Approved by the U.S. Securities and Exchange Commission (SEC), with a registration date of Dec 31, 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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Direct Owners
-
ANDREA REGINA FELICE
CHIEF FINANCIAL OFFICER owns less than 5%
-
BETSEY ALDEN PURINTON
MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER owns less than 5%
-
DEREK MICHAEL AMEY
PORTFOLIO MANAGER owns less than 5%
-
FI SERVICES HOLDINGS, LLC
MEMBER owns 75% or more
-
RICHARD JOSEPH ANZELONE
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
-
FOCUS OPERATING, LLC
MEMBER owns 75% or more
Firms Located Nearby
- Parsons Capital Management Inc
- Signet Investment Advisory Group Inc
- Lincoln Capital Corporation
- New England Investment Consultants Ltd
- Endurance Wealth Management Inc
- SK Wealth Management LLC
- Matheys Lane Capital Management LP
- Barrett & Company Inc
- Weybosset Research & Management LLC
- Providence Equity Capital Markets LLC
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