STRATEGIC POINT RETIREMENT PLAN SERVICES LLC
CRD #124637 SEC #801-61712 PROVIDENCE, RI 401-273-1500
SEC Registered
Total AUM
$9.5M
Discretionary
$9.2M
Employees
5
Clients
101
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $8.2M | $8M | $214.3K | 5 | -- |
| Dec 2005 | $9.5M | $9.2M | $271.4K | 5 | -- |
| Mar 2004 | $22.2M | $22M | $205.1K | 5 | -- |
DateMar 2006
Total AUM$8.2M
Discretionary$8M
Non-Disc.$214.3K
Employees5
Clients--
DateDec 2005
Total AUM$9.5M
Discretionary$9.2M
Non-Disc.$271.4K
Employees5
Clients--
DateMar 2004
Total AUM$22.2M
Discretionary$22M
Non-Disc.$205.1K
Employees5
Clients--