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).
Total Assets Under Management7MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$297,062
- 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.