NORTH POINT PORTFOLIO MANAGERS CORPORATION
Firm details
- Headquarters
- BEACHWOOD, Ohio
- CRD number
- 111257
- Registered since
- March 29, 1999
- Website
- www.nppmcorp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.9%
- Individuals7.21%
- Pension & Profit Sharing Plans4.63%
- Charitable Organizations0.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
North Point Portfolio Managers Corporation is a corporate registered investment adviser that has been SEC-registered since 1999 and is owned by an individual. The firm provides fee-based portfolio management primarily to individuals, families and small businesses, and also serves institutional clients. Its stated advisory activity centers on portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM basis. North Point does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not listed as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities76%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds4%
- Public Funds/Mutual Funds2%
Contacts
3 of 6Lindsey Cutright
Portfolio ManagerCRD 8105850
DIANE STACK
Co-FounderCRD 4373412
DANIEL DREILING
OwnerCRD 4163536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$8.5M in ETFs
100%
$8.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4.3M | 7,225 | 50.58% |
Location
BEACHWOOD, OH
CUYAHOGA
Location
BEACHWOOD, OH
Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 100 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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