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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Highpoint Advisor Group LLC
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|---|---|
| CRD # | 316636 |
| SEC # | 801-122583 |
| CIK # | 0001616034 |
| AUM | $4.0 B (2025-04-08) |
| Employees | 104 (96% Investors, 77% Brokers) |
| Phone | 630-719-9222 |
| Address | 2651 Warrenville Road Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 191.1 | ||
| Nvidia Corp | 128.9 | ||
| Microsoft Corp | 100.6 | ||
| Amazon Com Inc | 73.2 | ||
| J P Morgan Chase & Co | 57.3 | ||
| Facebook Inc | 35.7 | ||
| AbbVie Inc | 33.5 | ||
| Tesla Motors Inc | 29.4 | ||
| Broadcom Inc | 28.2 | ||
| Alphabet Inc | 27.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,256 | 1.1 |
| (b) Individuals (high net worth individuals) | 2,745 | 2.8 |
| (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 | 28 | 0.0 |
| (h) Charitable organizations | 21 | 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 | 13,813 | 4.0 |
| By Discretionary | ||
| Discretionary | 13,813 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,813 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 13,813 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001616034] |
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|---|---|---|
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AZ | 4.1 |
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Texas Yale Capital Corp
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FL | 4.0 |
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MO | 4.0 |
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Finaccess Advisors LLC
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Wharton Business Group LLC
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JFS Wealth Advisors LLC
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PA | 4.0 |
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New Century Advisors LLC
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MD | 4.0 |
|
Karpus Management Inc
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NY | 4.0 |
|
New Frontier Advisors LLC
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MA | 3.9 |