Northpointe Financial, LLC

Northpointe Financial, LLC (CRD# 165118) is a financial advisory firm headquartered in Peoria, AZ. They manage $17,990,000 in 149 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $120,738
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, UT, WA

Financial Advisors at Northpointe Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan D. Cox
CRD#: 5602588
9240 W. Union Hills Drive, Suite 100-b, Peoria, AZ 85382
93
Wealthminder
score

Alan Cox (CRD# 5602588) is an Investment Advisor Representative working at Northpointe Financial, LLC in Peoria, AZ and has over 7 years of experience in the finance industry.

2
Henry G. Ehle
CRD#: 6242795
9240 W. Union Hills Drive, Suite 100-b, Peoria, AZ 85382
89
Wealthminder
score

Henry Ehle (CRD# 6242795) is an Investment Advisor Representative working at Northpointe Financial, LLC in Peoria, AZ and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.