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NORTH POINT PORTFOLIO MANAGERS CORPORATION
NORTH POINT PORTFOLIO MANAGERS CORPORATION
ORANGE VILLAGE, Ohio
·
5 registered advisors
·
CRD# 111257
SEC# 801-56362
0
440-720-1100
01
Firm Overview
AUM
$723M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at NORTH POINT PORTFOLIO MANAGERS CORPORATION
5 registered advisors
Daniel Joseph Dreiling
ORANGE VILLAGE, Ohio
CRD# 4163536
Daniel Michael Philip Welker
ORANGE VILLAGE, Ohio
CRD# 4550410
David M Mrosko
ORANGE VILLAGE, Ohio
CRD# 7546606
Diane Marie Stack
ORANGE VILLAGE, Ohio
CRD# 4373412
Ronald James Lang
ORANGE VILLAGE, Ohio
CRD# 4373411
05
Office Locations
ORANGE VILLAGE, Ohio
5 advisors
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Data sourced from SEC Form ADV filings. NORTH POINT PORTFOLIO MANAGERS CORPORATION (CRD# 111257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.