RIA Intel›Advisers›Missouri›SIGNALPOINT ASSET MANAGEMENT LLC

SIGNALPOINT ASSET MANAGEMENT LLC

Advisory

N·SPRINGFIELD, MO

Data as of Nov 27, 2024 · Source: SEC Form ADV

Total AUM

$522M

1-Year AUM Growth

+18.4%

3-Year CAGR

+5.0%

Employees

9

Assets Under Management

Total AUM$522M

Discretionary AUM$515M

Non-Discretionary AUM$8M

Discretionary %98.6%

Total Clients—

Team

Total Employees9

Investment Advisers10

Employee Growth (1Y)+28.6%

Filing History

Total Filings on Record57

First FilingJun 30, 2008

Latest FilingNov 27, 2024

🔒 Full AUM trend chart and 57 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SIGNALPOINT ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.