Be advised. This firm is no longer registered.

High Point Family Office, LLC

High Point Family Office, LLC (CRD# 164831) is a financial advisory firm headquartered in Verona, WI. They manage $16,870,421 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9 Gander Circle, Verona, WI 53593
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,811,737
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at High Point Family Office, LLC
No Advisor Found.

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.

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