NORTH POINT ADVISORS

SAN RAMON, California·1 registered advisor·CRD# 131240
SEC# 801-77700510-910-4071
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Wealth Management
04

Advisors at NORTH POINT ADVISORS

1 registered advisor
Susan Jean Peakall
SAN RAMON, California
05

Office Locations

SAN RAMON, California
1 advisor

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Data sourced from SEC Form ADV filings. NORTH POINT ADVISORS (CRD# 131240) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.