Overview
Assets Under Management: $141 million
Headquarters: BOCA RATON, FL
Frequently Asked Questions
WAYPOINT 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 #166200), WAYPOINT ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
WAYPOINT ASSET MANAGEMENT LLC is headquartered in BOCA RATON, FL.
According to their SEC Form ADV, WAYPOINT ASSET MANAGEMENT LLC offers portfolio management for pooled investment vehicles. View all service details ↓
WAYPOINT ASSET MANAGEMENT LLC manages $141 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, WAYPOINT ASSET MANAGEMENT LLC serves pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles
Clients
Total Client Accounts: 7
Discretionary Accounts: 2
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 166200
Filing ID: 1819253
Last Filing Date: 2024-03-12 16:48:00