Blue Point Financial, Inc.
Registered investment advisor · Scarborough, Maine · CRD #299688
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Blue Point Financial, Inc.
Blue Point Financial, Inc. is a SEC-registered investment advisory firm headquartered in Scarborough, Maine, managing approximately $153M in regulatory assets across 504 client accounts. The firm's full regulatory record is filed with the SEC under CRD #299688.
Fee Structure
Frequently Asked Questions
What is Blue Point Financial, Inc.'s AUM?
Blue Point Financial, Inc. reports approximately $153M in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Blue Point Financial, Inc. headquartered?
Blue Point Financial, Inc. is headquartered in Scarborough, Maine.
What is Blue Point Financial, Inc.'s CRD number?
Blue Point Financial, Inc.'s CRD number is 299688. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Blue Point Financial, Inc. manage?
Blue Point Financial, Inc. manages approximately 504 client accounts according to its latest SEC filing.
Is Blue Point Financial, Inc. SEC registered?
Yes, Blue Point Financial, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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