Overview
Assets Under Management: $172 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 14
Average Client Assets: $5.2 million
Frequently Asked Questions
WAYPOINT ADVISORS, 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 #115810), WAYPOINT ADVISORS, LLC is subject to fiduciary duty under federal law.
WAYPOINT ADVISORS, LLC is headquartered in VIRGINIA BEACH, VA.
WAYPOINT ADVISORS, LLC serves 14 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, WAYPOINT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WAYPOINT ADVISORS, LLC manages $172 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, WAYPOINT ADVISORS, 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: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.14%
Average Client Assets: $5.2 million
Total Client Accounts: 90
Discretionary Accounts: 90
Regulatory Filings
CRD Number: 115810
Filing ID: 1197894
Last Filing Date: 2018-03-29 16:07:00