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BALANCE POINT CAPITAL ADVISORS, LLC

WESTPORT, CT · CRD 264789 · IAPD ↗ · 203-652-8250

$2.44BRegulatory AUM
13Advisory reps
23Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2024 — BALANCE POINT CAPITAL ADVISORS, LLC reported RAUM up 32% ($1.54B -> $2.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.