Eastern Point Advisors Inc. is a pension cosultant based in Lynnfield. It manages $17 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maine, Massachusetts, New Hampshire, and Pennsylvania.
Eastern Point Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eastern Point Advisors Inc. is $17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eastern Point Advisors Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Timothy Boyle Murphy has been acting as President since 1 Aug 1995. Frederick Fulton Sears has served as the Chief Investment Officer since 1 Jan 2002 and Theodore Everett Charles is the Chief Executive Officer of Eastern Point Advisors Inc. family office. James Michael Nestor joined the executive team most recently as the Compliance Officer.
The principal office where Eastern Point Advisors Inc. performs its advisory services is located at 230 Broadway, Lynnfield, MA 01940, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-462-4610 or by fax 781-599-2516. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.easternpoint.com.