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Stephen M. Potts

Managing MemberHighpoint Advisor Group, LLCCRD 4441380

About Stephen M. Potts

Stephen M. Potts is listed as Managing Member at Highpoint Advisor Group, LLC in Downers Grove, IL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Highpoint Advisor Group, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Stephen M. Potts work?

Stephen M. Potts is listed as Managing Member at Highpoint Advisor Group, LLC on SEC Form ADV.

How much of Highpoint Advisor Group, LLC does Stephen M. Potts own?

Form ADV reports a beneficial ownership band of 50-75%.

Highpoint Advisor Group, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2021