North Point Mergers And Acquisitions, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
50
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 lists its owner type as a mix of a domestic entity and an individual. The company name and classification indicate its business is centered on mergers-and-acquisitions and related investment-banking activity rather than discretionary portfolio management. Regulatory and profile fields show the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state investment adviser. Other standard advisory details (client base, fee structures, advisory activities) are not provided in the available record, which aligns with an advisor-lite or deal advisory model rather than a traditional RIA fiduciary practice.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Locala

    David Locala

    ContractorCRD 1994545

  • Garrison Allen Cole

    Chief Financial OfficerCRD 7895314

Contacts

3 of 48
  • Joshua Weinberg

    Joshua Weinberg

    Investment Banking AssociateCRD 7395887

  • Brian Oleniczak

    Brian Oleniczak

    Managing DirectorCRD 4999607

  • Murray Huneke

    Murray Huneke

    Managing DirectorCRD 1530966

Unlock 45 more contacts

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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth