|
⚲
|
| Keyboard |
| Highpoint Advisor Group LLC
✚
|
|
|---|---|
| CRD # | 316636 |
| SEC # | 801-122583 |
| CIK # | 0001616034 |
| AUM | 4,783.0 M (2026-05-14) |
| Employees | 106 (96% Investors, 77% Brokers) |
| Phone | 630-719-9222 |
| Address | 2651 Warrenville Road Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,856 | 1.2 |
| (b) Individuals (high net worth individuals) | 3,304 | 3.4 |
| (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 | 27 | 0.0 |
| (h) Charitable organizations | 25 | 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 | 46 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15,742 | 4.8 |
| By Discretionary | ||
| Discretionary | 15,742 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15,742 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 15,742 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001616034] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 1,090 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chicago Capital LLC
✚
|
IL | 4,823.3 M |
|
Cardinal Point Capital Management ULC
✚
|
4,808.3 M | |
|
Sowell Financial Services LLC
✚
|
AR | 4,808.2 M |
|
Cidel Asset Management Inc
✚
|
4,802.3 M | |
|
Brownson Rehmus & Foxworth Inc
✚
|
IL | 4,788.2 M |
|
Foster Group Inc
✚
|
IA | 4,775.5 M |
|
Nations Financial Group Inc
✚
|
IA | 4,771.5 M |
|
BC Advisors LLC
✚
|
NJ | 4,734.9 M |
|
Symmetry Partners LLC
✚
|
CT | 4,730.6 M |
|
JFS Wealth Advisors LLC
✚
|
PA | 4,729.1 M |