NORTH POINT MERGERS AND ACQUISITIONS, INC.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 133300
- Registered since
- April 19, 2005
- Website
- www.nptma.com
Firm profile
FINTRXOverview
North Point Mergers And Acquisitions, Inc. is organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 2005 and appears to have mixed ownership involving a domestic entity and an individual. Public data indicate the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is not identified as a pension consultant or a related adviser under the available descriptors. No details were provided about its client mix, fee schedules, or day-to-day advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2David Locala
ContractorCRD 1994545
GARRISON ALLEN COLE
Chief Financial OfficerCRD 7895314
Contacts
3 of 45JOSHUA WEINBERG
Investment Banking AssociateCRD 7395887
BRIAN OLENICZAK
Managing DirectorCRD 4999607
MURRAY HUNEKE
Managing DirectorCRD 1530966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 580 California St
- Time zone
- PT (UTC-8)
- Office locations
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