|
⚲
|
| Great Point Advisors LLC
✚
|
|
|---|---|
| CRD # | 307477 |
| SEC # | 801-118231 |
| CIK # | |
| AUM | $19.9 MM (2023-03-23) |
| Employees | 17 (100% Investors, 100% Brokers) |
| Phone | 312-356-4475 |
| Address | 200 W Jackson Blvd 1000 Chicago, IL 60606 |
| Source | [IAPD] |
| Total AUM ($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) |
|---|---|---|
|
Evolve Wealth Advisors LP
✚
|
AZ | 0.0 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 | |
|
Certeza Fund Advisors LLC
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|
UT | 0.0 |
|
SNC Wealth Management LLC
✚
|
NY | 0.0 |
|
AISA Financial Planning Ltd
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|
0.0 | |
|
Essex Advisory LLC
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|
NY | 0.0 |
|
Wealthfd LLC
✚
|
PA | 0.0 |
|
Stonehurst Management LLC
✚
|
NY | 0.0 |
|
Deltec Investment Advisers Limited
✚
|
0.0 | |
|
Martorell Capital Partners LLC
✚
|
CT | 0.0 |