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HIGHPOINT PLANNING PARTNERS

2651 Warrenville Road
Suite 200
Downers Grove, Illinois 60515
Tel: 630-719-9222

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About HIGHPOINT PLANNING PARTNERS

HIGHPOINT PLANNING PARTNERS, formally registered with the SEC as HIGHPOINT PLANNING PARTNERS. The firm was established in 10/29/2021. They have over 68 offices throughout the country.

HIGHPOINT PLANNING PARTNERS is a Downers Grove, Illinois based Financial Planning firm with nearly $3,001,000,000 assets under management, offering retirement planning & investment advisory services to 13229 clients. The firm is staffed with 96 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#316636
SEC#801-122583
Assets Managed by Firm$3,001,000,000
No. of Clients13229
No. of Advisors96

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total13229$3,001,000,000
Individuals (other than high net worth individuals)5247$939,000,000
High net worth individuals2726$1,980,000,000
Pension and profit sharing plans32$26,600,000
Charitable organizations20$12,000,000
Corporations or other businesses45$43,400,000

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ENVESTNET PMC
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BALYASNY ASSET MANAGEMENT L.P.
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NUVEEN ASSET MANAGEMENT, LLC
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