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- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Bridge legacy
- Established Date
- 06-04-2019
- Office Locations
- 1
Office Locations
About Blue Point Financial, Inc.
Blue Point Financial is a Scarborough, Maine advisory firm serving a limited number of successful individuals and families (including business owners) with customized investment strategies built around a comprehensive financial plan. The team covers retirement income, estate/legacy planning, risk management, and implementation across investments, brokerage accounts, insurance and annuities, coordinating as needed with attorneys and CPAs, with at least annual progress reviews. Custody includes Fidelity/NFS; portfolios are largely ETF-focused.
Team overview
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Investment Themes
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Owner & Executives
JUSTIN TYLER BEAUREGARD
Chief Compliance Officer, Secretary
- CRD
- #5746313
- Ownership
- 75% or more
TIMOTHY ARTHUR O'HALLORAN
President
- CRD
- #2268191
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,429,715 | $291,267 |
| Non-Discretionary | $10,241,952 | $682,797 |
| Total | $152,671,667 | $302,920 |
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Separately Managed Accounts
Total SMA Asset: $152,671,667
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $227,149,925 | 44.2% |
| Public Funds | $154,174,157 | 30.0% |
| Cash | $132,589,776 | 25.8% |
| Total | $513,913,858 | 100.0% |