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 focused on M&A activity rather than as an asset manager. The firm is SEC-registered since 2005 and is owned by a combination of a domestic entity and an individual. Registry fields indicate it does not act as a capital allocator, is not an active ESG investor, and is not set up as a multi-state investment adviser or pension consultant. Advisory and business-activity details were not provided, which aligns with the profile of a deal-focused investment bank rather than a discretionary wealth manager.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Murray Huneke

    Murray Huneke

    Managing DirectorCRD 1530966

  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • David Jacquin

    David Jacquin

    FounderCRD 2380441

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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