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North Point Portfolio Managers Corporation

North Point Portfolio Managers Corporation

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Schwab US Broad Market ETF $221,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $635.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 214
        Accounts
      • $3.0M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    Diane Marie Stack
    March 2001
    Ronald James Lang
    April 2002
    Daniel Joseph Dreiling
    December 2006
    Daniel Michael Philip Welker
    January 2017

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Diane Marie Stack Chief Compliance Officer, Evp And Treasurer May, 1999 25% to 50%
      Ronald James Lang President And Secretary May, 1999 25% to 50%
      Daniel Joseph Dreiling Executive Vice President January, 2015 25% to 50%
      Daniel Michael Philip Welker Vice President November, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets