|
⚲
|
| Keyboard |
| Great Northern Asset Management Inc
✚
|
|
|---|---|
| CRD # | 166788 |
| SEC # | 801-77614 |
| CIK # | 0001384277 |
| AUM | 73.1 M (2026-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 386-775-1177 |
| Address | 280 W Canton Ave Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 6.4 |
| (b) Individuals (high net worth individuals) | 14 | 49.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 10.6 |
| (n) Other | 2 | 3.5 |
| Total | 61 | 73.1 |
| By Discretionary | ||
| Discretionary | 61 | 73.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 61 | 73.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.1 | |
| United States Persons | 63.0 | |
| Total | 61 | 73.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001384277] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aspire Private Wealth Counsel LLC
✚
|
TN | 74.3 M |
|
Rpata LLC
✚
|
74.2 M | |
|
Reynolds Capital Management LLC
✚
|
NV | 74.2 M |
|
Wright Private Asset Management LLC
✚
|
CT | 74.1 M |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 73.3 M |
|
Stewardship Partners Investment Counsel Inc
✚
|
73.2 M | |
|
The Bycoff Group LLC
✚
|
72.6 M | |
|
Stylus Capital LLC
✚
|
72.0 M | |
|
Franco Financial Advisors Inc
✚
|
NY | 72.0 M |
|
World Capital Advisors LLC
✚
|
CO | 72.0 M |