1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WAYPOINT CAPITAL ADVISORS, LLC

Map pinMINNEAPOLIS, MN
Phone(612) 438-2470
NotebookSEC #801-111728
Total AUM
$949.9M
Employees
8
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 SOUTH HIGHWAY 169
SUITE 1945
MINNEAPOLIS
MN 55426
United States
Operating Hours
8:30AM - 5:00PM CST
Monday - Friday
Phone
(612) 438-2470
Other Offices
2

ReceiptFinancials

Total AUM
$949.9M
Accounts
719
Discretionary
$949.9M
Accounts
719
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
32
AUM
$10.1M
HNW Individual Clients
96
AUM
$939.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMNNHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account