Northpointe Capital LLC

Northpointe Capital LLC (CRD# 109383) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $821,520,000 in 37 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    822
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $22,203,243
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, IL, IN, MI, MN, NE, NY, OH, PA

Financial Advisors at Northpointe Capital LLC
Showing 1 - 9 of 9 top financial advisors.
1
Stephen E. Roberts
CRD#: 2066814
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
96
Wealthminder
score

Stephen Roberts (CRD# 2066814) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.

2
Sean E. Smyth
CRD#: 4026318
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
93
Wealthminder
score

Sean Smyth (CRD# 4026318) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.

3
Peter J. Cahill
CRD#: 4376760
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

Peter Cahill (CRD# 4376760) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

4
Mary C. Champagne
CRD#: 4376761
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

Mary Champagne (CRD# 4376761) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

5
Michael P. Finkelstein
CRD#: 5434774
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

Michael Finkelstein (CRD# 5434774) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

6
Robert D. Glise
CRD#: 5434768
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

Robert Glise (CRD# 5434768) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

7
Kenneth S. Kosiorek
CRD#: 6173936
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

Kenneth Kosiorek (CRD# 6173936) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has over 4 years of experience in the finance industry.

8
John W. Pearce
CRD#: 6610777
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

John Pearce (CRD# 6610777) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

9
Jeffrey C. Petherick
CRD#: 4376762
39400 Woodward, Suite 190, Bloomfield Hills, MI 48304
90
Wealthminder
score

Jeffrey Petherick (CRD# 4376762) is an Investment Advisor Representative working at Northpointe Capital LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.