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Home > Retirement Planners > florida > vero beach > SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT, LLC
830 Azalea Lane
Vero Beach, Florida 32963
Tel: 772-316-1271
About SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT, LLC, formally registered with the SEC as SPIREPOINT PRIVATE CLIENT, LLC. The firm was established in 07/14/2023. They have over 1 offices throughout the country.
SPIREPOINT PRIVATE CLIENT, LLC is a Vero Beach, Florida based Financial Planning firm with nearly $934,052,308 assets under management, offering retirement planning & investment advisory services to 693 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327350 |
| SEC# | 801-128336 |
| Assets Managed by Firm | $934,052,308 |
| No. of Clients | 693 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 693 | $934,052,308 |
| Individuals (other than high net worth individuals) | 111 | $17,109,679 |
| High net worth individuals | 544 | $771,057,657 |
| Corporations or other businesses | 38 | $145,884,972 |
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