HIGHPOINTE WEALTH

GRANTHAM, BURTON IRWIN

CRD 300247

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$24.1M

Discretionary AUM

$24.1M

Team

1 total employees; 1 advisory reps; 60 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	58	$15.1M
High net worth individuals	2	$9.0M

Official SEC filing: View on IAPD