Claim Profile
JB

James Andrew Beindorf

SPIREPOINT PRIVATE CLIENT, LLC·VERO BEACH, Florida
Unclaimed Profile
830 AZALEA LANE, VERO BEACH, FL 32963CRD# 7239374Firm CRD# 327350
01

About

James Andrew Beindorf is a registered financial advisor based in VERO BEACH, Florida, affiliated with SPIREPOINT PRIVATE CLIENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT, LLC
AUM
$934M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7239374
Firm CRD# 327350
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VERO BEACH?

Browse all registered financial advisors in VERO BEACH, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does James Andrew Beindorf offer?
James Andrew Beindorf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VERO BEACH, Florida for a consultation.
What are James Andrew Beindorf's credentials?
James Andrew Beindorf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Beindorf located?
James Andrew Beindorf is based in VERO BEACH, Florida, working with SPIREPOINT PRIVATE CLIENT, LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does James Andrew Beindorf charge for services?
James Andrew Beindorf's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPIREPOINT PRIVATE CLIENT, LLC?
SPIREPOINT PRIVATE CLIENT, LLC has approximately 7 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →