HIGHPOINT PLANNING PARTNERS

2651 Warrenville Road
Suite 200
Downers Grove, Illinois 60515
Tel: 630-719-9222

About HIGHPOINT PLANNING PARTNERS

HIGHPOINT PLANNING PARTNERS, formally registered with the SEC as HIGHPOINT PLANNING PARTNERS. The firm was established in 10/29/2021. They have over 68 offices throughout the country.

HIGHPOINT PLANNING PARTNERS is a Downers Grove, Illinois based Financial Planning firm with nearly $3,001,000,000 assets under management, offering retirement planning & investment advisory services to 13229 clients. The firm is staffed with 96 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316636
SEC#	801-122583
Assets Managed by Firm	$3,001,000,000
No. of Clients	13229
No. of Advisors	96

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	13229	$3,001,000,000
Individuals (other than high net worth individuals)	5247	$939,000,000
High net worth individuals	2726	$1,980,000,000
Pension and profit sharing plans	32	$26,600,000
Charitable organizations	20	$12,000,000
Corporations or other businesses	45	$43,400,000

More Retirement Planning firms in Downers Grove, Illinois:

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NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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