HIGHPOINT ADVISOR GROUP, LLC
Total AUM
$2.7B
Employees
100Clients
7,201Firm 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
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
630-719-9222
Other Offices
41
Financials
Total AUM
$2.7B
Accounts
7,201Discretionary
$2.7B
Accounts
7,201Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
4,783AUM
$880.9M
HNW Individual Clients
2,305AUM
$1.8B
Pension/Profit Sharing Plan Clients
46AUM
$46.5M
Charitable Organization Clients
20AUM
$4.4M
Corporation or Business Clients
47AUM
$42.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.