Be advised. This firm is no longer registered.

Bluepoint Investment Counsel, LLC

Bluepoint Investment Counsel, LLC (CRD# 160298) is a financial advisory firm headquartered in Madison, WI. They manage $166,405,824 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1200 John Q. Hammons Drive, Suite 501, Madison, WI 53717
http://www.bluepointinvest.com
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $819,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Bluepoint Investment Counsel, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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