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
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at High Point Family Office, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nabeel A. Qureshi
CRD#: 4988551
9 Gander Circle, Verona, WI 53593
93
Wealthminder
score

Nabeel Qureshi (CRD# 4988551) is an Investment Advisor Representative working at High Point Family Office, LLC in Verona, WI and has over 5 years of experience in the finance industry.

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