Overview
Assets Under Management: $723 million
Headquarters: ORANGE VILLAGE, OH
High-Net-Worth Clients: 173
Average Client Assets: $4 million
Frequently Asked Questions
NORTH POINT PORTFOLIO MANAGERS CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111257), NORTH POINT PORTFOLIO MANAGERS CORPORATION is subject to fiduciary duty under federal law.
NORTH POINT PORTFOLIO MANAGERS CORPORATION is headquartered in ORANGE VILLAGE, OH.
NORTH POINT PORTFOLIO MANAGERS CORPORATION serves 173 high-net-worth clients according to their SEC filing dated December 06, 2024. View client details ↓
According to their SEC Form ADV, NORTH POINT PORTFOLIO MANAGERS CORPORATION offers portfolio management for individuals. View all service details ↓
NORTH POINT PORTFOLIO MANAGERS CORPORATION manages $723 million in client assets according to their SEC filing dated December 06, 2024.
According to their SEC Form ADV, NORTH POINT PORTFOLIO MANAGERS CORPORATION serves high-net-worth individuals. View client details ↓
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