NORTH POINT MERGERS AND ACQUISITIONS, INC.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
47
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
133300
Registered since
April 19, 2005

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Locala

    ContractorCRD 1994545

  • GARRISON ALLEN COLE

    Chief Financial OfficerCRD 7895314

Contacts

3 of 45
  • JOSHUA WEINBERG

    Investment Banking AssociateCRD 7395887

  • BRIAN OLENICZAK

    Managing DirectorCRD 4999607

  • MURRAY HUNEKE

    Managing DirectorCRD 1530966

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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