Blue Point Financial, Inc.
Blue Point Financial, Inc. is an SEC-registered mass-market adviser in Scarborough, ME with $152.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Blue Point Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299688, SEC 801-132922, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $152.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Scarborough, ME
- Employees
- 3
- Clients
- 187
- CRD
- 299688
- Ownership
- O'HALLORAN, TIMOTHY, ARTHUR; BEAUREGARD, JUSTIN, TYLER
How much AUM does Blue Point Financial, Inc. have?
Blue Point Financial, Inc. reported $152.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Blue Point Financial, Inc.?
Disclosed owners and executives of Blue Point Financial, Inc. include O'HALLORAN, TIMOTHY, ARTHUR, BEAUREGARD, JUSTIN, TYLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.