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 an independent registered investment adviser structured as a corporation and owned by an individual. The firm is SEC-registered (registered in 1999) and runs a fee model based on a percentage of assets under management. Its client mix includes individuals and families as well as institutional relationships, and its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6
Diane Stack
Co-FounderCRD 4373412
Daniel Dreiling
OwnerCRD 4163536
David Mrosko
Portfolio ManagerCRD 7546606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$33M in ETFs
100%
$33M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $24.6M | 35,160 | 74.62% |
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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