N
$2.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- Insight
- Established Date
- 04-19-2012
- Office Locations
- 1
Office Locations
-- Crossville TN
About North Pointe Financial Advisors, INC
North Pointe Financial Advisors, Inc. is a Tennessee-based investment adviser providing advisory services to a select group of 14 or fewer clients and not generally available to the public. The firm focuses on portfolio construction, asset allocation, and risk management alongside financial, tax, and legacy planning. Uses the Black Diamond platform and typically custodies through First Clearing or Trade-PMR.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$484.8K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Bridge summit Crest optima
Custodian
Unison Vital insight Wave Oak Focus element
Investment Themes
Beacon Summit
Investment Vehicles
Vector
Platform
Horizon atlas
Services
Horizon ridge North value Beacon Peak pioneer Element
Technology
Crest
Owner & Executives
R
RONN STEPHEN CHRISTENSEN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1364200
- Ownership
- 75% or more
(948) 305-7302
vector.crest@deltacapital.com
in linkedin.com/in/glacier-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,423,951 | -- |
| Total | $2,423,951 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,423,951
Other:
48.3% Cash:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $952,085,368 | 48.3% |
| Cash | $1,019,105,870 | 51.7% |
| Total | $1,971,191,238 | 100.0% |