Overview
Assets Under Management: $522 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 133
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,512
Discretionary Accounts: 1,496
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 147578
Last Filing Date: 2024-11-27 00:00:00
Website: https://signalpointinvest.com