North Point Portfolio Managers

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

100 Park Ave Ste 200, Beachwood, Ohio, 4...

Phone Number

(440) 720-1100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About North Point Portfolio Managers

North Point Portfolio Managers is a Registered Investment Advisor based in Cleveland, providing trusted, fee-only investment guidance since 1999. With over 25 years of experience, they serve 270 clients and manage more than $749 million in assets, focusing on personalized investment management tailored to individual goals. The firm operates under a fiduciary standard, ensuring clients' best interests are prioritized, and offers regular reviews and transparent reporting. Their growth is driven by referrals from satisfied clients and professionals who appreciate their disciplined investment approach.Explore more
North Point Portfolio Managers's Social MediaPopular SearchesNorth Point Portfolio ManagersNorth Point Portfolio Managers CorpPoint Portfolio Managers CorpNorth Point Portfolio Managers - CorpNorth Point Portfolio Managers Corp/ OhSIC Code 62,628NAICS Code 52,523Show more

North Point Portfolio Managers Org Chart

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Co-Founder & Portfolio Manager

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Portfolio Manager

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Portfolio Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

North Point Portfolio Man...

<$5M
1-10
Private
-
-
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
2000
KB
Kathy BradyDirector, Operations
<$5M
1-10
Private
-
2013
JG
John GaltPresident
<$5M
1-10
Private
-
-
DM
Dena MinningPortfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

North Point Portfolio Managers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

North Point Portfolio Managers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about North Point Portfolio Managers.

North Point Portfolio Managers Tech Stack

A closer look at the technologies used by North Point Portfolio Managers

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Frequently Asked Questions Regarding North Point Portfolio Managers

What is North Point Portfolio Managers's official website?
North Point Portfolio Managers's official website is www.nppmcorp.com
What is North Point Portfolio Managers's Revenue?
North Point Portfolio Managers's revenue is <$5 Million
What is North Point Portfolio Managers's SIC code?
North Point Portfolio Managers's SIC: 62,628
What is North Point Portfolio Managers's NAICS code?
North Point Portfolio Managers's NAICS: 52,523
How many employees does North Point Portfolio Managers have?
North Point Portfolio Managers has 1-10 employees
What industry does North Point Portfolio Managers belong to?
North Point Portfolio Managers is in the industry of: Finance, Securities Trading
What is North Point Portfolio Managers competition?
North Point Portfolio Managers top competitors include: Colchester Investment Counsel, Money Manager, Greenwood Capital Associates, Personal Asset Management
What technology does North Point Portfolio Managers use?
Some of the popular technologies that North Point Portfolio Managers uses are: GoCentral, Google Universal Analytics, Google Font API, GoDaddy DNS
How do I contact North Point Portfolio Managers?
North Point Portfolio Managers contact info: Phone number: (440) 720-1100 Website: www.nppmcorp.com
What does North Point Portfolio Managers do?

North Point Portfolio Managers is a Registered Investment Advisor based in Cleveland, providing trusted, fee-only investment guidance since 1999. With over 25 years of experience, they serve 270 clients and manage more than $749 million in assets, focusing on personalized investment management tailored to individual goals. The firm operates under a... fiduciary standard, ensuring clients' best interests are prioritized, and offers regular reviews and transparent reporting. Their growth is driven by referrals from satisfied clients and professionals who appreciate their disciplined investment approach.Read More

What are North Point Portfolio Managers social media links?
North Point Portfolio Managers Linkedin page
Is North Point Portfolio Managers a public company?
North Point Portfolio Managers is private company therefore does not currently have an official ticker symbol
See more information about North Point Portfolio Managers

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