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ARCHPOINT INVESTORS
2701 S Le Jeune Rd
#1111
Coral Gables, Florida 33134
Tel: 786-810-3660
About ARCHPOINT INVESTORS
ARCHPOINT INVESTORS, formally registered with the SEC as ARCHPOINT INVESTORS. The firm was established in 10/08/2009. They have over 2 offices throughout the country.
ARCHPOINT INVESTORS is a Coral Gables, Florida based Financial Planning firm with nearly $3,349,409,812 assets under management, offering retirement planning & investment advisory services to 212 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151807 |
| SEC# | 801-70679 |
| Assets Managed by Firm | $3,349,409,812 |
| No. of Clients | 212 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 212 | $3,349,409,812 |
| High net worth individuals | 29 | $3,138,759,575 |
| Charitable organizations | Fewer than 5 clients | $171,624,655 |
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|---|---|---|---|
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