Key facts
- HIGHPOINT PLANNING PARTNERS is a other based in DOWNERS GROVE, IL.
- HIGHPOINT PLANNING PARTNERS reports $27.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 316636- Regulatory AUM
- $27.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 106
- Registered office
- DOWNERS GROVE, IL
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HIGHPOINT ADVISOR GROUP, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for HIGHPOINT PLANNING PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HIGHPOINT PLANNING PARTNERS's AUM?
- HIGHPOINT PLANNING PARTNERS manages approximately $27.1M in assets.