N
$102.0M Total AUM
$101.4M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
-- Wilmette IL
About Northpoint Advisory LLC
Northpoint Advisory LLC is a Wilmette-based RIA. The firm has been operating for 17 years. Managing $102.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
64 AVG AGE
$102.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS T. WISCOMB
Advisor, Chief Compliance Officer, Principal
- CRD
- #1145390
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,429,275 | -- |
| Non-Discretionary | $575,000 | -- |
| Total | $102,004,275 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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