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| North Point Portfolio Managers Corporation
✚
|
|
|---|---|
| CRD # | 111257 |
| SEC # | 801-56362 |
| CIK # | |
| AUM | $785.4 MM (2023-03-13) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 440-720-1100 |
| Address | 100 Park Avenue Orange Village, OH 44122-8201 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 47.3 |
| (b) Individuals (high net worth individuals) | 151 | 599.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 89.4 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 43.9 |
| (n) Other | 6 | 2.9 |
| Total | 274 | 785.4 |
| By Discretionary | ||
| Discretionary | 268 | 782.5 |
| Non-Discretionary | 6 | 2.9 |
| Total | 274 | 785.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 785.2 | |
| Total | 274 | 785.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bridgecreek Investment Management LLC
✚
|
OK | 0.8 |
|
Wgshaheen & Associates Ltd
✚
|
NY | 0.8 |
|
Ancora Retirement Plan Advisors LLC
✚
|
OH | 0.8 |
|
SOA Wealth Advisors LLC
✚
|
NY | 0.8 |
|
Baseline Wealth Management Ltd
✚
|
0.8 | |
|
Callahan Advisors LLC
✚
|
TX | 0.8 |
|
American Financial Advisors LLC
✚
|
GA | 0.8 |
|
McGowan Group Asset Management Inc
✚
|
TX | 0.8 |
|
Stepp & Rothwell Inc
✚
|
KS | 0.8 |
|
Vintage Financial Services LLC
✚
|
MI | 0.8 |