36901 American Way
Suite 7
Avon, Ohio 44011
Tel: 440-365-9100
LANDING POINT FINANCIAL GROUP, formally registered with the SEC as LANDING POINT FINANCIAL GROUP. The firm was established in 05/19/2021. They have over 1 offices throughout the country.
LANDING POINT FINANCIAL GROUP is a Avon, Ohio based Financial Planning firm with nearly $263,486,257 assets under management, offering retirement planning & investment advisory services to 1322 clients. The firm is staffed with 28 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 312978 |
SEC# | 801-121247 |
Assets Managed by Firm | $263,486,257 |
No. of Clients | 1322 |
No. of Advisors | 28 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1322 | $263,486,257 |
Individuals (other than high net worth individuals) | 444 | $95,698,243 |
High net worth individuals | 82 | $163,665,396 |
Charitable organizations | 2 | $4,122,618 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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