CRD: 146980
Northpoint Financial Planning LLC
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
About Northpoint Financial Planning LLC
NorthPoint Financial Planning provides human-first financial planning and investment management for successful families, professionals, and retirees. Founded in 2008, it emphasizes a direct relationship with a dedicated, credentialed advisor (no robo-advisor or cookie-cutter plans). Portfolios are built primarily with ETFs, with supporting mutual funds and fixed income exposure; custody includes Charles Schwab & Co.
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Investment Themes
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Owner & Executives
PAUL JOHN PFEIFFER
Chief Compliance Officer, FOUNDER
- CRD
- #2094381
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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