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| Keyboard |
| Northern Capital Retirement Services Inc
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|---|---|
| CRD # | 163327 |
| SEC # | 801-77836 |
| CIK # | |
| AUM | 304.2 M (2026-03-10) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 509-456-2526 |
| Address | 2700 S Southeast Boulevard Spokane, WA 99223 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 21 | 304.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 304.2 |
| By Discretionary | ||
| Discretionary | 21 | 304.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.2 | |
| Total | 21 | 304.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Northern Capital Management Inc
✚
|
WA | 526.7 M |
|
Northern Capital Retirement Services Inc
✚
|
WA | 304.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
YIM Investment Management LLC
✚
|
HI | 307.8 M |
|
Gentry Private Wealth LLC
✚
|
KS | 307.7 M |
|
Oneamerica Securities Inc
✚
|
IN | 306.1 M |
|
Integrity Wealth LLC
✚
|
OR | 304.8 M |
|
SIMS Investment Management LLC
✚
|
OH | 304.6 M |
|
Asia Pacific Financial Management Group Inc
✚
|
303.5 M | |
|
Mack Investment Securities Inc
✚
|
IL | 302.6 M |
|
Summit Group Retirement Planners Inc
✚
|
PA | 302.3 M |
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |