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SPIREPOINT PRIVATE CLIENT, LLC

830 Azalea Lane
Vero Beach, Florida 32963
Tel: 772-316-1271

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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 StatusApproved
Firm CRD#327350
SEC#801-128336
Assets Managed by Firm$934,052,308
No. of Clients693
No. of Advisors7

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 ClientsAUM
Firm Total693$934,052,308
Individuals (other than high net worth individuals)111$17,109,679
High net worth individuals544$771,057,657
Corporations or other businesses38$145,884,972

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