Be advised. This firm is no longer registered.

City Point Wealth Management

City Point Wealth Management (CRD# 170644) is a financial advisory firm headquartered in Winchester, MA. They manage $2,108,486 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
63 Shore Road, Suite 22, Winchester, MA 01890
http://www.citypointwealth.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $60,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at City Point Wealth Management
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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