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Blue Point Financial, Inc.

● SEC registered since 2025CRD 299688SEC# 801-132922Scarborough, ME
Export (members)
Reg. AUM
$113.3M
Employees
3
Accounts
476
Location
Scarborough, ME

Blue Point Financial, Inc. assets under management

Blue Point Financial, Inc. is an SEC-registered investment adviser based in Scarborough, ME. The firm has been registered since 2025. It reports $113.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/justin-beauregard-2229aa11View on SEC.gov ↗

Blue Point Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Justin Tyler Beauregard ControlCco/SecretaryOver 75%2018
Timothy Arthur O'Halloran ControlPresident25-50%2018

Frequently asked questions

How much does Blue Point Financial, Inc. manage?

Blue Point Financial, Inc. reports $113.3 million in regulatory assets under management on its Form ADV.

How many employees does Blue Point Financial, Inc. have?

Blue Point Financial, Inc. reports 3 employees.

Where is Blue Point Financial, Inc. located?

Blue Point Financial, Inc. is based in Scarborough, ME and has been SEC-registered since 2025.

Does Blue Point Financial, Inc. disclose fund performance?

Blue Point Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address243 Us-1, Scarborough, ME 04074
Phone207-883-2009
Fax207-883-5034
Office hours8:30a.m.-4:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.6M
Non-discretionary$8.8M
Total (RAUM)$113.3M