|
⚲
|
| Great Point Advisors LLC
✚
| |
|---|---|
| CRD # | 307477 |
| SEC # | 801-118231 |
| CIK # | |
| AUM | $14.6 MM (2024-03-26) |
| Employees | 17 (100% Investors, 100% Brokers) |
| Phone | 312-356-4475 |
| Address | 200 W Jackson Blvd 1000 Chicago, IL 60606 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 2.5 |
| (b) Individuals (high net worth individuals) | 14 | 17.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 19.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 72 | 19.9 |
| Total | 72 | 19.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.9 | |
| Total | 72 | 19.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quillu Inc
✚
|
CA | 0.0 |
|
Travis Allen Inc
✚
|
CA | 0.0 |
|
Nexadvisors LLC
✚
|
TX | 0.0 |
|
Atlantis Asset Management LLC
✚
|
NY | 0.0 |
|
Quantumrock Capital GmbH
✚
|
0.0 | |
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |
|
Saga Partners LLC
✚
|
OH | 0.0 |
|
Broadcore Investments LP
✚
|
NY | 0.0 |
|
Entrust Investment Management LLC
✚
|
LA | 0.0 |