Great Point Wealth Advisors, Llc, MA — Investment Adviser | BuildTrust

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GREAT POINT WEALTH ADVISORS, LLC

Investment AdviceBOSTON, MA

Assets Under Management

$627.5M

Total AUM

Donut chart: Discretionary 604.6M, Non-Discretionary 22.9M
Category	Value
Discretionary	604.6M
Non-Discretionary	22.9M

Adviser Information

Field	Value
CRD Number	147082
SEC Number	801-70479
Street Address	ONE INTERNATIONAL PLACE
Street Address 2	SUITE 4520
Location	BOSTON, MA 02110
Country	United States
Phone	(617) 585-0050
Fax	(617) 507-6036
Total Employees	5

Client Count by Type (344 Total)

Horizontal bar chart: High Net Worth Individual… 205, Individuals (other than H… 130, Pension/Profit Sharing Pl… 6, Other 2, Pooled Investment Vehicle… 1
Category	Value
High Net Worth Individual…	205
Individuals (other than H…	130
Pension/Profit Sharing Pl…	6
Other	2
Pooled Investment Vehicle…	1