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Blue Point Strategic Wealth Management, LLC

Blue Point Strategic Wealth Management, LLC. CRD 166617

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CRD: 166617

Blue Point Strategic Wealth Management, LLC

Fair Lawn, NJ, 07410
2016903035
www.bluepointinvesting.com/index.php
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
4 Employees
88 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Nationwide ยท Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
06-12-2013
Office Locations
1

Office Locations

32-16 Broadway AVE, 2ND Floor Fair Lawn NJ

About Blue Point Strategic Wealth Management, LLC

Blue Point Strategic Wealth Management, LLC is a Fair Lawn, NJ-based RIA serving retail and institutional clients with investment planning, portfolio construction and ongoing asset management, complemented by financial, estate and insurance planning. Portfolios emphasize public funds and ETFs within an asset-allocation, risk-management approach. Custody includes Pershing. Founded in 2013 and led by founder/CCO Michael John De Pol.

Team overview

57 AVG AGE
$4.3M AVG AUM / ADVISOR
$193.4K AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Vector Prime Horizon Momentum

Investment Themes

Ember Summit foundation Legacy prime

Investment Vehicles

Eagle Legacy element

Services

Matrix radial Peak Fusion summit Vital Capital Horizon Glacier

Owner & Executives

MICHAEL JOHN DE POL

MICHAEL JOHN DE POL

Chairman of the Board, FOUNDER, Portfolio Manager

CRD
#2087651
Ownership
75% or more
(771) 635-9635
catalyst.insight@frontiercapital.com
in linkedin.com/in/signal-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $17,016,030 --
Non-Discretionary $0 --
Total $17,016,030 --

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Separately Managed Accounts

Total SMA Asset: $17,016,030

$17.0M Total SMA
Public Funds:
26.5%
Equity - Exchange:
19.5%
Cash:
25.5%
Other:
28.5%
Asset class Assets Assets %
Public Funds $1,092,282,320 26.5%
Equity - Exchange $803,754,915 19.5%
Cash $1,051,064,119 25.5%
Other $1,174,718,722 28.5%
Total $4,121,820,076 100.0%

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