HIGHPOINT ADVISOR GROUP, LLC
Legal name: HIGHPOINT PLANNING PARTNERS
CRD #316636 SEC #801-122583 DOWNERS GROVE, IL 630-719-9222
SEC Registered Disclosures
Total AUM
$4B
Discretionary
$4B
Employees
104
Clients
101
Accounts
13,813
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $4B | $4B | $0 | 104 | 942 |
| Apr 2025 | $4B | $4B | $0 | 104 | 942 |
| Mar 2025 | $4B | $4B | $0 | 104 | 942 |
| Dec 2024 | $3B | $3B | $0 | 96 | 823 |
| Dec 2024 | $3B | $3B | $0 | 96 | 823 |
| Jun 2024 | $3B | $3B | $0 | 96 | 823 |
| Mar 2024 | $3B | $3B | $0 | 96 | 823 |
| Jan 2024 | $2.6B | $2.6B | $0 | 104 | 823 |
| Jan 2024 | $2.6B | $2.6B | $0 | 104 | 823 |
| Dec 2023 | $2.6B | $2.6B | $0 | 104 | 823 |
| Mar 2023 | $2.6B | $2.6B | $0 | 104 | 823 |
| Dec 2022 | $3.6B | $3.6B | $0 | 104 | 8,665 |
| Oct 2022 | $3.6B | $3.6B | $0 | 104 | 8,665 |
| May 2022 | $3.6B | $3.6B | $0 | 104 | 8,665 |
| Mar 2022 | $3.6B | $3.6B | $0 | 104 | 8,665 |
| Feb 2022 | $3.6B | $3.6B | $0 | 104 | 8,665 |
| Sep 2021 | $0 | $0 | $0 | 100 | 0 |
DateApr 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees104
Clients942
DateApr 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees104
Clients942
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees104
Clients942
DateDec 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees96
Clients823
DateDec 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees96
Clients823
DateJun 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees96
Clients823
DateMar 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees96
Clients823
DateJan 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees104
Clients823
DateJan 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees104
Clients823
DateDec 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees104
Clients823
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees104
Clients823
DateDec 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees104
Clients8,665
DateOct 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees104
Clients8,665
DateMay 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees104
Clients8,665
DateMar 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees104
Clients8,665
DateFeb 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees104
Clients8,665
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees100
Clients0