Daniel J. Dreiling

NORTH POINT PORTFOLIO MANAGERS

Orange Village, OH 44122-8201

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CRD#: 4163536

Professional summary

Daniel Joseph Dreiling is a registered financial advisor currently at NORTH POINT PORTFOLIO MANAGERS CORPORATION located in Orange Village, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Dreiling's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2006 - Present

NORTH POINT PORTFOLIO MANAGERS CORPORATION

Office #1: 100 Park Avenue Suite 200, Orange Village, OH 44122-8201

RIA

CRD#: 111257

Orange Village, OH

Past

August 3, 2000 - June 15, 2005

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD#: 111257 / SEC#: 801-56362

RIA

Registered Investment Advisory firm - (3/29/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/16/2025)

IAR

Ohio
(12/1/2006)

IAR

Texas
(2/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/2/2000

General Securities Representative Examination

Current Firm

NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD#: 111257 / SEC#: 801-56362

RIA

Registered Investment Advisory firm - (3/29/1999 Approved)

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Contact information

Main Address

100 Park Avenue Suite 200, Orange Village, OH 44122-8201

Mailing Address

Phone number

(440) 720-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - NORTH POINT PORTFOLIO MANAGERS CORPORATION (3/12/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 782,800,493

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/11/2025	Cover Page	Report
03/04/2024	Cover Page	Report
12/01/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel J. Dreiling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Dreiling's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH POINT PORTFOLIO MANAGERS CORPORATION

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

NORTH POINT PORTFOLIO MANAGERS CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/27/2000

Series 7

Date: 8/2/2000

Current Firm

NORTH POINT PORTFOLIO MANAGERS CORPORATION

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NORTH POINT PORTFOLIO MANAGERS CORPORATION

TRUST BUT VERIFY

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