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Building 2WAYPOINT ASSET MANAGEMENT LLC

Map pinBOCA RATON, FL
Phone203-658-7001
NotebookSEC #801-120857
Total AUM
$141.3M
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 S. DIXIE HIGHWAY
SUITE 109
BOCA RATON
FL 33432
United States
Operating Hours
9.00-17.00
Monday - Friday
Phone
203-658-7001

ReceiptFinancials

Total AUM
$141.3M
Accounts
7
Discretionary
$9.7M
Accounts
2
Non-Discretionary
$131.5M
Accounts
5

ContactClients

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Individual Clients
4
AUM
$99.8M
Pooled Vehicle Clients
2
AUM
$9.7M
Corporation or Business Clients
1
AUM
$31.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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