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Highpoint Advisor Group, LLC
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Downers Grove, Illinois
$2.3 billion AUM
40 offices

Highpoint Advisor Group, LLC is based in Downers Grove, Illinois and has $2.3 billion in assets under management.

Location
2001 Butterfield Road
Suite 1000
Downers Grove, IL 60515
$2.3 billion
AUM
81
Employees
AUM Share
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$2,266,721,000
Assets under management
6,728 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 4,607 $775,537,000 34% $168,339
High net worth individuals 2,035 $1,397,816,000 62% $686,887
Pension and profit sharing plans 35 $45,916,000 2% $1,311,886
Charitable organizations 15 $4,270,000 0% $284,667
Other corporations or businesses 32 $43,182,000 2% $1,349,438
Employees Share
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81
Employees
81
Investment analysts
100% of total employees
AUM per employee Share
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$2,266,721,000
Assets under management
$27,984,210
AUM per employee
$27,984,210
AUM per investment analyst
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Compensation

Highpoint Advisor Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Highpoint Advisor Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Business activities
  • Registered representative of a broker-dealer
Firm data Share
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CRD number 163,768
SEC number 801-76675
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date March 30, 2020

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