M
CRD: 143723
Marshall Point Advisors LLC
Port Clyde, ME
2076911280
$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2007
- Office Locations
- 1
Office Locations
-- Port Clyde ME
About Marshall Point Advisors LLC
Marshall Point Advisors LLC is a Port Clyde-based RIA. The firm has been operating for 19 years. Managing $11.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$11.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Client Personas
Momentum
Investment Themes
Value Alpha legacy
Services
Delta legacy
Owner & Executives
E
EVELYN SHIRLEY BLUM
Director, PRINCIPAL
- CRD
- #5317004
- Ownership
- 75% or more
(574) 309-9151
beacon.legacy@focuscapital.com
in linkedin.com/in/alpha-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,150,620 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,150,620 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,150,620
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,827,959,073 | 100.0% |
| Total | $3,827,959,073 | 100.0% |