|
⚲
|
| Keyboard |
| Strategic Point Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 124636 |
| SEC # | 801-61711 |
| CIK # | 0001295044 |
| AUM | 914.8 M (2026-03-30) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 401-273-1500 |
| Address | 294 West Exchange Street Providence, RI 02903-1004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 41.9 | ||
| Apple Inc | 2.1 | ||
| Microsoft Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 171.2 |
| (b) Individuals (high net worth individuals) | 305 | 738.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,934 | 914.8 |
| By Discretionary | ||
| Discretionary | 1,934 | 914.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,934 | 914.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 914.8 | |
| Total | 1,934 | 914.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001295044] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MRAZ Amerine & Associates Inc
✚
|
CA | 917.5 M |
|
Dillon & Associates Inc
✚
|
MI | 916.4 M |
|
Charles Pratt & Company LLC
✚
|
NY | 916.1 M |
|
Goodman Financial Corporation
✚
|
TX | 915.9 M |
|
RMG Wealth Management LLC
✚
|
WI | 914.0 M |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 912.2 M |
|
Guardian Financial Partners LLC
✚
|
CA | 911.9 M |
|
Trubee Wealth Advisors Inc
✚
|
NY | 911.5 M |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 911.3 M |
|
Claris Advisors LLC
✚
|
MO | 911.1 M |