The HIGHPOINT ADVISOR GROUP, LLC is a privately held investment adviser that advises $4.78Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HIGHPOINT ADVISOR GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 74.6% over the last 5-years.
The Group has been registered with the SEC for 14.2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 21 office locations with their Headquarters at 2651 WARRENVILLE ROAD SUITE 200, DOWNERS GROVE, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 106 employees comprised of 102 investment and 4 non-investment staff. The total number of Employees increased by 6% over the last 5-years.
Their $4.78Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 98 other accounts. Assets of High Net Worth Individuals clients own $3.45Bn or 72.05% of Total Assets and Individuals own $1.23Bn or 25.74% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
HIGHPOINT ADVISOR GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.