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| Happy Holidays!! thanks for using AUM13F!! |
| Northland Securities Inc
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| CRD # | 40258 |
| SEC # | 801-96329 |
| CIK # | |
| AUM | $359.9 M (2025-07-02) |
| Employees | 24 (100% Investors, 100% Brokers) |
| Phone | 800-851-2920 |
| Address | 150 South 5th Street Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 67.8 |
| (b) Individuals (high net worth individuals) | 425 | 286.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 359.9 |
| By Discretionary | ||
| Discretionary | 1,062 | 344.4 |
| Non-Discretionary | 6 | 15.5 |
| Total | 1,068 | 359.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.9 | |
| Total | 1,068 | 359.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Professional Financial Company LLC
✚
|
UT | 0.4 |
|
Match Grade Advisors LLC
✚
|
SC | 0.4 |
|
Rubey & RUST Capital Management LLC
✚
|
0.4 | |
|
Pure Portfolios Holdings LLC
✚
|
OR | 0.4 |
|
1836 Asset Management LLC
✚
|
TX | 0.4 |
|
H L Ormond & Company LLC
✚
|
NC | 0.4 |
|
Plum Street Advisors LLC
✚
|
0.4 | |
|
LGT Financial Advisors LLC
✚
|
TX | 0.4 |
|
Altus Wealth Management LLC
✚
|
KY | 0.4 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.4 |