$65.4M Total AUM
$65.4M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-16-2009
- Office Locations
- 1
Office Locations
Radnor Station Bldg. #1, Suite 304 290 King OF Prussia Road Radnor PA
About Northport Investment Management, LLC
Northport Investment Management, LLC is a Radnor-based RIA. The firm has been operating for 17 years. Managing $65.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$65.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Delta atlas
Client Personas
Delta legacy
Custodian
Legacy Ember element
Investment Themes
Legacy timber
Investment Vehicles
Ridge peak
Services
Bridge fusion Pioneer signal Legacy Alpha quantum Eagle Eagle Value oak
Owner & Executives
JOHN M. GRIB
President
- CRD
- #1272255
- Ownership
- 75% or more
(879) 207-4509
pathway.summit@meridiancapital.com
in linkedin.com/in/radial-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,427,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,427,963 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,427,963
Equity - Exchange:
15.7% Cash:
15.2% U.S. Government/Agency:
8.6% Public Funds:
22.6% Corporate - Investment Grade:
9.8% Municipal Bonds:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $695,956,587 | 15.7% |
| Cash | $673,792,364 | 15.2% |
| U.S. Government/Agency | $381,224,627 | 8.6% |
| Public Funds | $1,001,822,857 | 22.6% |
| Corporate - Investment Grade | $434,418,761 | 9.8% |
| Municipal Bonds | $1,245,629,305 | 28.1% |
| Total | $4,432,844,501 | 100.0% |