Marshall Point Advisors LLC

Marshall Point Advisors LLC (CRD# 143723) is a financial advisory firm headquartered in Port Clyde, ME. They manage $6,832,421 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $297,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA, ME

Financial Advisors at Marshall Point Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Evelyn S. Blum
CRD#: 5317004
Port Clyde, ME
93
Wealthminder
score

Evelyn Blum (CRD# 5317004) is an Investment Advisor Representative working at Marshall Point Advisors LLC in Port Clyde, ME and has over 10 years of experience in the finance industry.

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