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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-31-2002
- Office Locations
- 1
Office Locations
About Strategicpoint Investment Advisors LLC
StrategicPoint Investment Advisors is a Providence, RI-based RIA providing integrated wealth management and financial planning. The team focuses on retirees and families navigating major life transitions, pairing investment management with retirement income planning, tax planning, college funding guidance, insurance analysis, and legacy/charitable strategies. Custody is primarily through Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 13.4%, from $806.4M to $914.8M.
Across 5 reported observations, AUM increased 21.7% between March 30, 2022 and March 30, 2026, from $751.8M to $914.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 714 clients, or 119 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DEREK MICHAEL AMEY
Chief Investment Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #3063755
- Ownership
- Less than 5%
RICHARD JOSEPH ANZELONE
Chief Compliance Officer, Managing Partner
- CRD
- #4252619
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
TARA L. BUDLONG
Advisor, Client Service Manager
- CRD
- #4382596
SEAN MICHAEL GILES
Financial Advisor, General Partner
- CRD
- #2425743
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $914,758,697 | $472,988 |
| Non-Discretionary | $0 | -- |
| Total | $914,758,697 | $472,988 |
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Separately Managed Accounts
SMA allocation detail is available
Strategicpoint Investment Advisors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Strategicpoint Investment Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.