Clear Point Advisors, Inc.
Firm details
- Headquarters
- Melville, New York
- CRD number
- 111775
- Registered since
- March 30, 1998
- Website
- www.cptadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI86.96%
- Individuals10.57%
- Pension & Profit Sharing Plans2.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clear Point Advisors, Inc. is an independent, SEC-registered advisory firm founded in 1998 and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges. Clear Point does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- US Government Bonds4%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Robert Levine
DirectorCRD 4497608
Barry Dampf
Owner & Managing DirectorCRD 1172107
Steven Brill
PresidentCRD 872514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$111M in ETFs
63%
$70.1M
32%
$41.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $12.3M | 362,906 | 11.04% |
Location
Melville, NY
Suffolk
Location
Melville, NY
Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Huntington Quadrangle
- Time zone
- ET (UTC-5)
- Office locations
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