Overview
Assets Under Management: $723 million
Headquarters: ORANGE VILLAGE, OH
High-Net-Worth Clients: 173
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 266
Discretionary Accounts: 264
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 111257
Last Filing Date: 2024-12-06 00:00:00
Website: https://northp.net