Eastern Point Advisors Inc. (Lynnfield)

Name: Eastern Point Advisors Inc.
Address: 230 Broadway, Lynnfield, MA, 01940
Telephone: 800-462-4610

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.

Eastern Point Advisors: assets under management

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 firm manages $17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34 thousand each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eastern Point Advisors Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Theodore Everett Charles	Chief executive officer	1 Aug 1995	Other	1380264
Timothy Boyle Murphy	President	1 Aug 1995	Other	2132822
Ltd. Investors Capital Holdings	Parent corporation	1 Aug 1995	75% - 100%	043284631
Janice Mary Charles	Clerk and director	1 Aug 1995	Other	2795943
C David Weller	Chief legal officer	1 Jul 1999	Other	1004604
C David Weller	Executive director	1 Nov 2001	Other	1004604
Frederick Fulton Sears	Chief investment officer	1 Jan 2002	Other	4510149
George Bernard	Vp of advisory business	1 Nov 2003	Other	833856
Louis Gregory Gloeckner	President	1 Jul 2004	Other	1265183
James Michael Nestor	Compliance officer	1 Dec 2004	Other	2636194
Timothy Boyle Murphy	President	1 Jun 2005	Other	2132822

Based in Lynnfield

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.