CRD: 170850
Northpointe Investment Advisory, LLC
$75.4M Total AUM
$45.2M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-16-2014
- Office Locations
- 1
Office Locations
1101 Broad St. BOX 5, Ste. 10 St. Joseph MI
About Northpointe Investment Advisory, LLC
Northpointe Investment Advisory, LLC is a St. Joseph, MI RIA providing goal-based financial planning and ongoing investment management for individuals and families, including entrepreneurs. The firm benchmarks risk tolerance, stress-tests portfolios, and monitors progress through regular check-ins and client portals. Portfolios are implemented primarily with ETFs and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$75.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Client Personas
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CRM
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
DAVID ALLEN RIETH
Managing Member
- CRD
- #1338226
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,225,220 | -- |
| Non-Discretionary | $30,143,961 | -- |
| Total | $75,369,181 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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