Waypoint Intelligence, LLC

Waypoint Intelligence, LLC (CRD# 170935) is a financial advisory firm headquartered in Chagrin Falls, OH. They manage $3,071,701 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $204,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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.

OH

Financial Advisors at Waypoint Intelligence, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott B. Kamenir
CRD#: 2826636
33 River Street, Chagrin Falls, OH 44022
96
Wealthminder
score

Scott Kamenir (CRD# 2826636) is an Investment Advisor Representative working at Waypoint Intelligence, LLC in Chagrin Falls, OH and has over 19 years of experience in the finance industry.

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