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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2022
- Office Locations
- 1
Office Locations
About Alton Point Advisors, LLC
Alton Point Advisors, LLC is an independently owned registered investment adviser in Westminster, Maryland providing financial planning and discretionary portfolio management, including insurance and life insurance planning. The firm emphasizes asset allocation and risk management, investing primarily via public funds, mutual funds, ETFs and fixed income (with some real estate exposure), and operates on platforms including Charles Schwab & Co. and LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SHAUN MICHAEL BLAKESLEE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5162145
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,842,364 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,842,364 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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