Clear Point Advisors, Inc.

EST. AUM
$231,165,242

CONTACTS
3

CLIENT ACCOUNTS
556

Firm Details

Metro area New York City
CRD Number 111775
Website cptadvisors.com
Client types

Overview

Clear Point Advisors, Inc. is a fee-only registered investment advisory firm focused on helping clients preserve and grow their wealth. The firm offers a program called Global Plus, which emphasizes asset allocation through no-load mutual funds, exchange-traded funds, and individual securities. As fiduciaries, Clear Point Advisors prioritize their clients' interests in their investment strategies. The company provides complimentary consultations to discuss how their services can benefit potential clients. Clear Point Advisors operates from offices in Melville and New York City, with additional meeting locations available through a partnership with Regus Office Solutions.

Platform Details

See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Clear Point Advisors, Inc.

Platform Details

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