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Building 2SPIREPOINT PRIVATE CLIENT, LLC

Map pinVERO BEACH, FL
Phone772-316-1271
NotebookSEC #801-128336
Total AUM
$1.4B
Employees
10
Clients
1,376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
830 AZALEA LANE
VERO BEACH
FL 32963
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
772-316-1271
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,376
Discretionary
$1.4B
Accounts
1,376
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
391
AUM
$57.9M
HNW Individual Clients
930
AUM
$1.2B
Corporation or Business Clients
55
AUM
$228.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAILLANCNJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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