North Point Advisors (San Ramon)

Name: North Point Advisors
Address: 2603 Camino Ramon, San Ramon, CA, 94583
Telephone: 510-910-4071

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.

North Point Advisors: assets under management

The assets under management (AUM) of North Point Advisors is $200 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at North Point Advisors

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrian Preston Anderson	Chief executive officer	1 Mar 2004	Other	4391965
Cynthia Ann Hargadon	Chief investment officer	1 Mar 2004	Other	2240797
Olga M Pande	Chief administrative officer	1 Mar 2004	Other	4799771
Llc The Mchenry Group	Partner	1 Mar 2004	25% - 50%	75-2986401
Susan Jean Peakall	Partner	1 Mar 2004	Other	2695243
Kenneth Edwin Nelson	Partner	1 Mar 2004	Other	812096
Adrian Preston Anderson	Owner - chief executive officer - chief compliance officer	1 Mar 2004	75% - 100%	4391965

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc The Mchenry Group	Partner	1 Apr 2004	25% - 50%	75-2986401

Based in San Ramon

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.