Great Point Advisors, LLC

Great Point Advisors, LLC (CRD# 307477) is a financial advisory firm headquartered in Chicago, IL. They manage $14,580,323 in 88 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
200 W. Jackson Blvd. #1000, Chicago, IL 60606
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $165,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IL, IN, MA, MI, MN, MO, NC, NJ, NV, NY, OH, TX, WI

Financial Advisors at Great Point Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Phillip Parker, financial advisor Allen TX
Phillip W. Parker
CRD#: 1549861
Allen, TX

Phillip Parker (CRD# 1549861) is an Investment Advisor Representative working at Great Point Advisors, LLC in Allen, TX and has over 37 years of experience in the finance industry.

2
Christopher Burns, financial advisor Chicago IL
Christopher R. Burns
CRD#: 4710209
200 W. Jackson Blvd. #1000, Chicago, IL 60606

Christopher Burns (CRD# 4710209) is an Investment Advisor Representative working at Great Point Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

3
Matthew Hadley, financial advisor Chicago IL
Matthew T. Hadley
CRD#: 7093252
200 W. Jackson Blvd. #1000, Chicago, IL 60606

Matthew Hadley (CRD# 7093252) is an Investment Advisor Representative working at Great Point Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

4
Paul Hogenson, financial advisor Paradise Valley AZ
Paul E. Hogenson
CRD#: 2308907
Paradise Valley, AZ

Paul Hogenson (CRD# 2308907) is an Investment Advisor Representative working at Great Point Advisors, LLC in Paradise Valley, AZ and has 1 year of experience in the finance industry.

5
Charles Kerker, financial advisor Delmar NY
Charles B. Kerker
CRD#: 1317057
Delmar, NY

Charles Kerker (CRD# 1317057) is an Investment Advisor Representative working at Great Point Advisors, LLC in Delmar, NY and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals