Waypoint Capital Advisors is an investment advisor in Minneapolis with $527.75 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202335284
SEC advisor number
801-111728
FINRA CRD number
134648
AUM ?
$949.94 mm
(as of 15 Feb 24)
Accounts
719
(as of 15 Feb 24)
Employees
8
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22