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Building 2NORTH POINT PORTFOLIO MANAGERS CORPORATION

Map pinORANGE VILLAGE, OH
Phone440-720-1100
NotebookSEC #801-56362
Total AUM
$773.3M
Employees
7
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PARK AVENUE
SUITE 200
ORANGE VILLAGE
OH 44122-8201
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
440-720-1100

ReceiptFinancials

Total AUM
$773.3M
Accounts
276
Discretionary
$768.8M
Accounts
271
Non-Discretionary
$4.5M
Accounts
5

ContactClients

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Individual Clients
108
AUM
$55.8M
HNW Individual Clients
158
AUM
$679.7M
Pension/Profit Sharing Plan Clients
7
AUM
$35.8M
Charitable Organization Clients
3
AUM
$2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLANCNHOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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