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Home > Retirement Planners > ohio > orange village > NORTH POINT PORTFOLIO MANAGERS CORPORATION
NORTH POINT PORTFOLIO MANAGERS CORPORATION
100 Park Avenue
Suite 200
Orange Village, Ohio 44122-8201
Tel: 440-720-1100
About NORTH POINT PORTFOLIO MANAGERS CORPORATION
NORTH POINT PORTFOLIO MANAGERS CORPORATION, formally registered with the SEC as NORTH POINT PORTFOLIO MANAGERS CORPORATION. The firm was established in 03/29/1999. They have over 1 offices throughout the country.
NORTH POINT PORTFOLIO MANAGERS CORPORATION is a Orange Village, Ohio based Financial Planning firm with nearly $723,017,496 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111257 |
| SEC# | 801-56362 |
| Assets Managed by Firm | $723,017,496 |
| No. of Clients | 266 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 266 | $723,017,496 |
| Individuals (other than high net worth individuals) | 92 | $43,520,692 |
| High net worth individuals | 161 | $633,234,571 |
| Pension and profit sharing plans | 9 | $40,434,661 |
| Charitable organizations | Fewer than 5 clients | $3,044,218 |
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|---|---|---|---|
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