The ACTION POINT FINANCIAL PLANNING is a privately held investment adviser that advises $1.34Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ACTION POINT FINANCIAL PLANNING 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 667.58% over the last 5-years.
The Group has been registered with the SEC for 5.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 124 FULTON ST. EAST SUITE 200, GRAND RAPIDS, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 50 investment and 0 non-investment staff. The total number of Employees increased by 354.55% over the last 5-years.
Their $1.34Bn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $961.02mn or 71.91% of Total Assets and Individuals own $348.97mn or 26.11% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ACTION POINT FINANCIAL PLANNING names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.