North Pointe Financial Advisors, Inc
RIAState Registered
Total AUM
$2.4M
Discretionary
$0
0% of AUM
Avg account
$485K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 162646
- Website
- bdmc.net
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
North Pointe Financial Advisors, Inc. operates as an independent, privately owned registered investment adviser organized as a corporation and focused on individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. North Pointe does not identify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant according to available disclosures.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations