Marshall Point Advisors LLC
Marshall Point Advisors LLC (CRD# 143723) is a financial advisory firm headquartered in Port Clyde, ME. They manage $8,164,326 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Marshall Point Advisors LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$1,360,721
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME
Financial Advisors at Marshall Point Advisors LLC
1
Evelyn Blum (CRD# 5317004) is an Investment Advisor Representative working at Marshall Point Advisors LLC in Port Clyde, ME and has over 16 years of experience in the finance industry.
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