AI
ARCHPOINT INVESTORS
SEC RegisteredCORAL GABLES, FLhttps://archpointinvestors.com786-810-3660
Assets Under Management
$1B–$5B
Employees
11
Office Locations
2 offices
Total Accounts
287
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 27 | $3.9B |
| Pension/Profit Sharing Plans | 2 | $38M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Alfredo Jose Botty
CHIEF EXECUTIVE OFFICER AND MEMBER
Ralph John Lipford
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 2 states
FL
CORAL GABLESHQ
IL
CHICAGO
Regulatory & compliance
CRD number
#151807
SEC Number
801-70679
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
archpointinvestors.comPhone
786-810-3660Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARCHPOINT INVESTORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.