Highpoint Planning Partners
Highpoint Planning Partners (CRD# 316636) is a financial advisory firm headquartered in Downers Grove, IL. They manage $3,001,000,000 in 13,229 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management3,001MILLION
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Lynch (CRD# 2166274) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 32 years of experience in the finance industry.
Eduardo Marr (CRD# 1738269) is an Investment Advisor Representative working at Highpoint Planning Partners in Naperville, IL and has over 32 years of experience in the finance industry.
Jeffrey Martin (CRD# 4476408) is an Investment Advisor Representative working at Highpoint Planning Partners in Huntsville, AL and has over 22 years of experience in the finance industry.
William Maxwell (CRD# 3239706) is an Investment Advisor Representative working at Highpoint Planning Partners in Chocowinity, NC and has over 24 years of experience in the finance industry.
Daniel McCabe (CRD# 1269511) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 36 years of experience in the finance industry.
Thomas McCabe (CRD# 6426589) is an Investment Advisor Representative working at Highpoint Planning Partners in Orland Park, IL and has over 5 years of experience in the finance industry.
Jeffrey Menough (CRD# 2207101) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 32 years of experience in the finance industry.
Sammy Moy (CRD# 2781633) is an Investment Advisor Representative working at Highpoint Planning Partners in Chicago, IL and has over 27 years of experience in the finance industry.
Keith Murphy (CRD# 2140284) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 32 years of experience in the finance industry.
Leslie North (CRD# 5869346) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 13 years of experience in the finance industry.