This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2013
- Office Locations
- 1
Office Locations
About Northpoint Wealth Financial Services, LLC
Northpoint Wealth Financial Services, LLC is a Tulsa, Oklahoma investment advisory firm serving retail and institutional relationships. The firm provides portfolio construction and asset allocation guidance, including mutual-fund implementations and exposure to alternatives and responsible investing themes, alongside retirement plan support, tax planning, and insurance-related services. Owner-led by President/Managing Member D. Gene Bishop.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
D GENE BISHOP
Chief Operating Officer, Managing Member, President
- CRD
- #4526655
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,981,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,981,272 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing