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Northpoint Advisory LLC (Evanston)


Northpoint Advisory LLC is a related adviser based in Evanston. It manages $9.93 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.

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Northpoint Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northpoint Advisory: assets under management

The assets under management (AUM) of Northpoint Advisory LLC is $9.93 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $9.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $472.76 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northpoint Advisory LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Evanston

The principal office where Northpoint Advisory LLC performs its advisory services is located at 1603 Orrington Avenue, Evanston, IL 60201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847.448.1304 or by fax 847.637.8132. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.northpointadvisory.com.


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