|
⚲
|
| Northline Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 150422 |
| SEC # | 801-107657 |
| CIK # | |
| AUM | $210.5 MM (2023-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 888-407-5463 |
| Address | 15 SW Colorado Avenue Bend, OR 97702-1229 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 41.6 |
| (b) Individuals (high net worth individuals) | 44 | 160.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 210.5 |
| By Discretionary | ||
| Discretionary | 544 | 186.1 |
| Non-Discretionary | 98 | 24.5 |
| Total | 642 | 210.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.5 | |
| Total | 642 | 210.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NorthStar Financial Companies Inc
✚
|
PA | 0.2 |
|
Register Financial Advisors LLC
✚
|
GA | 0.2 |
|
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
|
Shum Financial Group Inc
✚
|
CA | 0.2 |
|
Cogent Strategic Wealth LLC
✚
|
IL | 0.2 |
|
Strategic Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.2 |
|
Ailsa Capital Inc
✚
|
UT | 0.2 |
|
Denali Wealth Management Inc
✚
|
WI | 0.2 |
|
Triton Financial Group Inc
✚
|
MA | 0.2 |