Waypoint Intelligence, LLC
Waypoint Intelligence, LLC (CRD# 170935) is a financial advisory firm headquartered in Chagrin Falls, OH. They manage $1,331,329 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$70,070
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Waypoint Intelligence, LLC
No Advisor Found.
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