Strategicpoint Investment Advisors LLC
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 124636
- Registered since
- December 31, 2002
- Website
- strategicpoint.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI80.69%
- Individuals18.71%
- Pension & Profit Sharing Plans0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strategicpoint Investment Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and on the SEC roster since 2002. The firm acts as a capital allocator for both individual & family and institutional clients and describes itself as an active ESG investor. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of third‑party advisers. Compensation mixes percentage-of-AUM fees with hourly charges and other fee arrangements. The firm also operates in a dealer/financial-product distribution capacity.
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 Funds94%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Andrea Felice
CFO and FINOPCRD 5328290
Richard Anzelone
Managing Partner and Chief Compliance OfficerCRD 4252619
Contacts
3 of 5
Tara Budlong
ManagerCRD 4382596
Sean Giles
Senior Financial AdvisorCRD 2425743
Kristina Mello
Financial PlannerCRD 5507257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$933M in ETFs
99%
$924M
0%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $112M | 149,939 | 12.00% |
Location
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 294 W Exchange St
- Time zone
- ET (UTC-5)
- Office locations
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