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NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD 111257 · SEC 801-56362
100 PARK AVENUE, SUITE 200, ORANGE VILLAGE, OH, 44122-8201, United States
Phone
440-720-1100
Fax
440-720-1101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$773.3M
Discretionary AUM
$768.8M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $55.8M |
| High net worth individuals | 158 | $679.7M |
| Pension/profit sharing plans | 7 | $35.8M |
| Charitable organizations | 3 | $2.0M |
States served
AZ, CA, LA, NC, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD