← Back to searchVisit website
SUNPOINTE INVESTMENTS
SUNPOINTE, LLC
CRD 282505 · SEC 801-118361
8301 MARYLAND AVENUE, SUITE 300, ST. LOUIS, MO, 63105, United States
Phone
(314) 880-0821
Fax
(314) 551-9147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$790.7M
Discretionary AUM
$646.7M
Team
17 total employees; 11 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $36.3M |
| High net worth individuals | 169 | $730.9M |
States served
CA, KS, ME, MA, MI, NJ, NY, NC, PA, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD