Overview
Assets Under Management: $522 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 133
Average Client Assets: $3 million
Frequently Asked Questions
SIGNALPOINT ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147578), SIGNALPOINT ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
SIGNALPOINT ASSET MANAGEMENT LLC is headquartered in SPRINGFIELD, MO.
SIGNALPOINT ASSET MANAGEMENT LLC serves 133 high-net-worth clients according to their SEC filing dated November 27, 2024. View client details ↓
According to their SEC Form ADV, SIGNALPOINT ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SIGNALPOINT ASSET MANAGEMENT LLC manages $522 million in client assets according to their SEC filing dated November 27, 2024.
According to their SEC Form ADV, SIGNALPOINT ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
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