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SUNPOINTE INVESTMENTS
8301 Maryland Avenue
Suite 300
St. Louis, Missouri 63105
Tel: (314) 880-0821
About SUNPOINTE INVESTMENTS
SUNPOINTE INVESTMENTS, formally registered with the SEC as SUNPOINTE INVESTMENTS. The firm was established in 04/01/2020. They have over 5 offices throughout the country.
SUNPOINTE INVESTMENTS is a St. Louis, Missouri based Financial Planning firm with nearly $559,202,794 assets under management, offering retirement planning & investment advisory services to 719 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282505 |
| SEC# | 801-118361 |
| Assets Managed by Firm | $559,202,794 |
| No. of Clients | 719 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 719 | $559,202,794 |
| Individuals (other than high net worth individuals) | 113 | $31,052,879 |
| High net worth individuals | 123 | $507,173,038 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,638,911 |
| Charitable organizations | Fewer than 5 clients | $16,337,966 |
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|---|---|---|---|
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| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
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