Diane M. Stack
Professional summary
Diane Marie Stack, who also goes by Diane Reeves, is a registered financial advisor currently at NORTH POINT PORTFOLIO MANAGERS CORPORATION located in Orange Village, Ohio.
Diane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Diane has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Diane Marie Stack's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2001 - Present
NORTH POINT PORTFOLIO MANAGERS CORPORATION
Office #1: 100 Park Avenue Suite 200, Orange Village, OH 44122-8201Primary Firm SEC Registration
NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD#: 111257 / SEC#: 801-56362
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2022)
(1/10/2025)
(12/10/2024)
(3/7/2001)
(2/3/2022)
Exams
Current Firm
NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD#: 111257 / SEC#: 801-56362
Contact information
SEC notice filing (8 States and Territories)
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 | ||
| 03/04/2024 | ||
| 12/01/2022 |
Red Flags
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