James
Beindorf
Spirepoint Private Client, LLC
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About this Advisor
James Beindorf is a financial advisor based in Vero Beach, Florida, working with Spirepoint Private Client, LLC. James has previously held positions at Morgan Stanley Smith Barney LLC, Colton Williams, Offutt Barton Schlitt LLC, Morgan Stanley Private Bank, N.A, Morgan Stanley, Spirepoint Private Client, and Purshe Kaplan Sterling Investments. James has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, James is part of Spirepoint Private Client, LLC, which operates out of Vero Beach, Florida. The firm has 6 employees and manages assets totaling $934.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Spirepoint Private Client, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spirepoint Private Client, LLC Brokerage Details
$934,052,308
6
693
$1,347,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Beindorf Work History
Spirepoint Private Client
Purshe Kaplan Sterling Investments
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley
Offutt Barton Schlitt LLC
Colton Williams
Disclosures
Please visit the SEC profile of James Beindorf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spirepoint Private Client, LLC
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
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