South Pointe Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 317019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI47.18%
- Pension & Profit Sharing Plans38.61%
- Individuals14.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
South Pointe Advisors LLC is a small, privately owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm also offers selection-of-adviser services and sells insurance and other financial products, operating in both advisory and broker roles. Its fee arrangements are mixed—percentage of assets under management, hourly charges, fixed fees and other structures are all listed. The firm is flagged as a capital allocator but does not identify itself as an active ESG investor or a multi-state adviser in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- US Government Bonds40%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Christopher Miller
Managing MemberCRD 4992406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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