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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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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