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Building 2SIGNALPOINT ASSET MANAGEMENT LLC

Map pinSPRINGFIELD, MO
Phone417-869-9980
NotebookSEC #801-69394
Total AUM
$522.3M
Employees
10
Clients
536

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 E. WALNUT STREET
SPRINGFIELD
MO 65802
United States
Operating Hours
8:30 A.M - 5 P.M.
Monday - Friday
Phone
417-869-9980
Other Offices
3

ReceiptFinancials

Total AUM
$522.3M
Accounts
1,512
Discretionary
$514.7M
Accounts
1,496
Non-Discretionary
$7.5M
Accounts
16

ContactClients

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Individual Clients
393
AUM
$93.6M
HNW Individual Clients
133
AUM
$417.4M
Corporation or Business Clients
10
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ARCACOFLILKSLAMONENHOKTXWAWI

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

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