North Point Advisors is a large advisory firm based in San Ramon. It manages $200 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Connecticut.
North Point Advisors provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of North Point Advisors is $200 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay North Point Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Cynthia Ann Hargadon has served as the Chief Investment Officer since 1 Mar 2004 and Andrian Preston Anderson is the Chief Executive Officer of North Point Advisors family office. Llc The Mchenry Group joined the executive team most recently as the Partner.
The principal office where North Point Advisors performs its advisory services is located at 2603 Camino Ramon, San Ramon, CA 94583, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-910-4071 or by fax 510-777-9555. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.npadv.com.