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Building 2NORTHLINE WEALTH MANAGEMENT LLC

Map pinBEND, OR
Phone888-407-5463
NotebookSEC #801-107657
Total AUM
$210.5M
Employees
6
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 SW COLORADO AVENUE
SUITE 4
BEND
OR 97702-1229
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
888-407-5463

ReceiptFinancials

Total AUM
$210.5M
Accounts
642
Discretionary
$186.1M
Accounts
544
Non-Discretionary
$24.5M
Accounts
98

ContactClients

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Individual Clients
227
AUM
$41.6M
HNW Individual Clients
44
AUM
$160.3M
Charitable Organization Clients
2
AUM
$5.4M
Corporation or Business Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
$100 ANNUAL SERVICE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONMNYORTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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