Marshall Point Advisors LLC
Marshall Point Advisors LLC (CRD# 143723) is a financial advisory firm headquartered in Port Clyde, ME. They manage $9,014,480 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$751,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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.