SEC Form ADV

STRATEGICPOINT INVESTMENT ADVISORS LLC

Registered Investment AdviserRI
$914.8M
Assets Under Management
1,934
Total Clients
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Registration Details

Accession
CRD-124636
Location
PROVIDENCE, RI
Filing Date
March 30, 2026
AUM
$914.8M
Total Clients
1,934
Amendment
No

About this Adviser

STRATEGICPOINT INVESTMENT ADVISORS LLC is a registered investment adviser headquartered in PROVIDENCE, RI, managing approximately $914.8M in assets across 1,934 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.