Bluepoint Investment Counsel, LLC

Bluepoint Investment Counsel, LLC (CRD# 160298) is a financial advisory firm headquartered in Madison, WI. They manage $145,336,806 in 217 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $669,755
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Bluepoint Investment Counsel, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lauren M. Kelly
CRD#: 3244983
1200 John Q. Hammons Drive, Suite 501, Madison, WI 53717
93
Wealthminder
score

Lauren Kelly (CRD# 3244983) is an Investment Advisor Representative working at Bluepoint Investment Counsel, LLC in Madison, WI and has over 11 years of experience in the finance industry.

2
Patrick F. Hull
CRD#: 4820210
1200 John Q. Hammons Drive, Suite 501, Madison, WI 53717
83
Wealthminder
score

Patrick Hull (CRD# 4820210) is an Investment Advisor Representative working at Bluepoint Investment Counsel, LLC in Madison, WI and has over 12 years of experience in the finance industry.

3
Michael G. Hull
CRD#: 2299716
1200 John Q. Hammons Drive, Suite 501, Madison, WI 53717
58
Wealthminder
score

Michael Hull (CRD# 2299716) is an Investment Advisor Representative working at Bluepoint Investment Counsel, LLC in Madison, WI and has over 23 years of experience in the finance industry.

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