Investment adviser · CRD 163768
HIGHPOINT ADVISOR GROUP, LLC
Investment adviser filing (IA)
DOWNERS GROVE, IL, United States · Form ADV filed Sep 29, 2021
- Regulatory AUM
- $2.74B Form ADV · Item 5.F
- Client accounts
- 7,201 Accounts, not individual clients
- Employees
- 100 Reported in this filing
- Advisory professionals
- 100 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,305 | $1,764,811,000 | 64.4% |
| Individuals | 4,783 | $880,902,000 | 32.2% |
| Retirement plans | 46 | $46,488,000 | 1.7% |
| Corporations & businesses | 47 | $42,790,000 | 1.6% |
| Charities | 20 | $4,441,000 | 0.2% |
Filing source
Form ADV 1568627 · Sep 29, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2651 WARRENVILLE ROAD, SUITE 200DOWNERS GROVE, IL, 60515, United States
CRD 163768
Filing source
Form ADV 1568627 · Sep 29, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.