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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