North Point Advisor Group
Financial Services • 
Midwest, United States • 11-20 Employees
Company overview
| Headquarters | Midwest, United States |
| Phone number | +17157082127 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Asset Management, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 2021 |
| Employees | 11-20 |
| Socials |
Key Contact at North Point Advisor Group
Paul Woita
Owner
North Point Advisor Group Email Formats
North Point Advisor Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@northpointadvisorgroup.com), used 54.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@northpointadvisorgroup.com | 54.2% |
{first name}{last name} | johndoe@northpointadvisorgroup.com | 45.8% |
About North Point Advisor Group
North Point Advisor Group is an independent financial services firm. With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. As a client, you will have multiple points of contact with our financial advisors and client service team. All here for the purpose of serving our clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/ --- Advisors associated with North Point Advisor Group, LLC may either be (1) registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC, and investment advisor representatives of Great Valley Advisor Group; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group, LLC are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.northpointadvisorgroup.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
North Point Advisor Group revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
North Point Advisor Group has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
North Point Advisor Group has never raised funding before.
North Point Advisor Group Tech Stack
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