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 has been SEC-registered since 2005. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. It is not registered as a multi-state adviser, is not identified as a capital allocator, and is not listed as an active ESG investor. FINTRX does not indicate roles such as pension consultant or related adviser for the firm.
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 2
David Locala
ContractorCRD 1994545
Garrison Allen Cole
Chief Financial OfficerCRD 7895314
Contacts
3 of 49
Murray Huneke
Managing DirectorCRD 1530966
Helene Postrel
FinOpCRD 2240945
David Jacquin
FounderCRD 2380441
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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