Great Point Wealth Advisors is an investment advisor in Boston with $548.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262519655
SEC advisor number
801-70479
FINRA CRD number
147082
AUM ?
$545.89 mm
(as of 29 Apr 24)
Accounts
1,095
(as of 29 Apr 24)
Employees
5
(3 investment advisory or research)
Address
Great Point Wealth Advisors
1 INTERNATIONAL PLACE
SUITE 4520
BOSTON
MA 02110
1 INTERNATIONAL PLACE
SUITE 4520
BOSTON
MA 02110
Phone
6175850050
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jul 24
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22