Waypoint Financial, LLC
Waypoint Financial, LLC (CRD# 284021) is a financial advisory firm headquartered in , . They manage $24,880,718 in 153 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management25MILLION
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Total Number of Accounts153ACCOUNTS
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Average Account Value$162,619
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CT, NJ, PA
William Aquila (CRD# 5547406) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has over 15 years of experience in the finance industry.
Abigail Schmid (CRD# 7878756) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has 1 year of experience in the finance industry.
Lukasz Thieme (CRD# 4133235) is an Investment Advisor Representative working at Waypoint Financial, LLC in Weston, CT and has 1 year of experience in the finance industry.