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Home > Retirement Planners > illinois > chicago > GREAT POINT ADVISORS, LLC
GREAT POINT ADVISORS, LLC
200 W. Jackson Blvd. #1000
Chicago, Illinois 60606
Tel: 312-356-4475
About GREAT POINT ADVISORS, LLC
GREAT POINT ADVISORS, LLC, formally registered with the SEC as GREAT POINT ADVISORS, LLC. The firm was established in 03/16/2020. They have over 1 offices throughout the country.
GREAT POINT ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $14,580,323 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307477 |
| SEC# | 801-118231 |
| Assets Managed by Firm | $14,580,323 |
| No. of Clients | 88 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 88 | $14,580,323 |
| Individuals (other than high net worth individuals) | 36 | $7,272,329 |
| High net worth individuals | 13 | $7,211,893 |
| Corporations or other businesses | 1 | $96,101 |
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