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Great Northern Asset Management LLC
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CRD # | 139457 |
SEC # | 801-66214 |
CIK # | 0001384277 |
AUM | $200.1 MM (2024-07-01) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 360-567-3300 |
Address | 1111 Main Street Vancouver, WA 98660-2990 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 18 | 4.1 |
(b) Individuals (high net worth individuals) | 37 | 182.3 |
(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 | 0 | 0.0 |
(h) Charitable organizations | 0 | 13.4 |
(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 | 0 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 152 | 200.1 |
By Discretionary | ||
Discretionary | 144 | 199.6 |
Non-Discretionary | 8 | 0.5 |
Total | 152 | 200.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 200.1 | |
Total | 152 | 200.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001384277] |
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NY | 0.2 |
Banyan Capital Management Inc
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GA | 0.2 |
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Firstrust LLC
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FL | 0.2 |
Eltekon Advisors LLC
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TX | 0.2 |
IFS Group LLC
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PA | 0.2 |
Union Heritage Capital
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MI | 0.2 |
Constitution Capital LLC
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CT | 0.2 |
The Aranda Group Advisors LLC
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PA | 0.2 |
Wolman Wealth Management Inc
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CA | 0.2 |