POINT ALLERTON LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $444.6MMar 2022 |
Contact & Location
Address
67 POINT ALLERTON AVENUE
HULL MA 02045
Phone
617-592-5093
Filing History
49 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported