100 Park Avenue
Suite 200
Orange Village, Ohio 44122-8201
Tel: 440-720-1100
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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