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HIGHPOINT PLANNING PARTNERS
DOWNERS GROVE, IL
630-719-9222
SEC #801-122583Total AUM
$4.8B
Employees
106Clients
9,258Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2651 WARRENVILLE ROAD
SUITE 200
DOWNERS GROVE
IL 60515
United States
SUITE 200
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
630-719-9222
Other Offices
67
Financials
Total AUM
$4.8B
Accounts
15,742Discretionary
$4.8B
Accounts
15,742Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
5,856AUM
$1.2B
HNW Individual Clients
3,304AUM
$3.4B
Pension/Profit Sharing Plan Clients
27AUM
$31M
Charitable Organization Clients
25AUM
$31M
Corporation or Business Clients
46AUM
$44M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.