North Point Portfolio Managers Corporation


Assets, Funds, Holdings

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North Point Portfolio Managers Corporation
CRD #111257
SEC #801-56362
AUM $635.2 MM (100% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Address5910 Landerbrook Dr
Mayfield Heights, OH 44124-6500
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Heartwood Wealth Advisors LLC
VA 0.7
Verus Financial Partners Inc
VA 0.7
Medley & Brown LLC
MS 0.7
Aufman Associates Inc
PA 0.6
First Command Bank
TX 0.6
Estate Counselors LLC
WI 0.6
Evanson Steven Edward
CA 0.6
Bridgecreek Investment Management LLC
OK 0.6
Mosaic Financial Partners Inc
CA 0.6
McGowan Group Asset Management Inc
TX 0.6
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