Waypoint Asset Management LLC

Waypoint Asset Management LLC (CRD# 166200) is a financial advisory firm headquartered in Stamford, CT. They manage $48,024,907 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $16,008,302
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CT

Financial Advisors at Waypoint Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Juan J. Pedreira
CRD#: 2131368
595 Summer Street, 3rd Floor, Stamford, CT 06901
93
Wealthminder
score

Juan Pedreira (CRD# 2131368) is an Investment Advisor Representative working at Waypoint Asset Management LLC in Stamford, CT and has over 23 years of experience in the finance industry.

2
Lawrence J. Sage
CRD#: 5645705
595 Summer Street, 3rd Floor, Stamford, CT 06901
93
Wealthminder
score

Lawrence Sage (CRD# 5645705) is an Investment Advisor Representative working at Waypoint Asset Management LLC in Stamford, CT and has over 7 years of experience in the finance industry.

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