LANDING POINT FINANCIAL GROUP

36901 American Way
Suite 7
Avon, Ohio 44011
Tel: 440-365-9100

About LANDING POINT FINANCIAL GROUP

LANDING POINT FINANCIAL GROUP, formally registered with the SEC as LANDING POINT FINANCIAL GROUP. The firm was established in 05/19/2021. They have over 1 offices throughout the country.

LANDING POINT FINANCIAL GROUP is a Avon, Ohio based Financial Planning firm with nearly $263,486,257 assets under management, offering retirement planning & investment advisory services to 1322 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312978
SEC#	801-121247
Assets Managed by Firm	$263,486,257
No. of Clients	1322
No. of Advisors	28

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1322	$263,486,257
Individuals (other than high net worth individuals)	444	$95,698,243
High net worth individuals	82	$163,665,396
Charitable organizations	2	$4,122,618

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