2651 Warrenville Road
Suite 200
Downers Grove, Illinois 60515
Tel: 630-719-9222
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 316636 |
SEC# | 801-122583 |
Assets Managed by Firm | $3,001,000,000 |
No. of Clients | 13229 |
No. of Advisors | 96 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 13229 | $3,001,000,000 |
Individuals (other than high net worth individuals) | 5247 | $939,000,000 |
High net worth individuals | 2726 | $1,980,000,000 |
Pension and profit sharing plans | 32 | $26,600,000 |
Charitable organizations | 20 | $12,000,000 |
Corporations or other businesses | 45 | $43,400,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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