EASTERN POINT ADVISORS INC.
CRD #107123 SEC #801-48771 LYNNFIELD, MA 800-462-4610
SEC Registered
Total AUM
$78M
Discretionary
$78M
Employees
10
Clients
101
Accounts
1,500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2007 | $17M | $17M | $0 | 10 | -- |
| Feb 2006 | $17M | $17M | $0 | 10 | -- |
| Feb 2006 | $17M | $17M | $0 | 10 | -- |
| Dec 2005 | $17M | $17M | $0 | 10 | -- |
| Oct 2005 | $78M | $78M | $0 | 10 | -- |
| Jun 2005 | $78M | $78M | $0 | 10 | -- |
| Aug 2004 | $72M | $72M | $0 | 5 | -- |
| Jun 2004 | $72M | $72M | $0 | 5 | -- |
| May 2004 | $72M | $72M | $0 | 5 | -- |
| Nov 2003 | $134.7M | $36M | $98.7M | 5 | -- |
| Apr 2002 | $134.7M | $36M | $98.7M | 5 | -- |
| May 2001 | $150.1M | $150.1M | $0 | 10 | -- |
DateJan 2007
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$134.7M
Discretionary$36M
Non-Disc.$98.7M
Employees5
Clients--
DateApr 2002
Total AUM$134.7M
Discretionary$36M
Non-Disc.$98.7M
Employees5
Clients--
DateMay 2001
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees10
Clients--