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Building 2NORTHERN EDGE WEALTH MANAGEMENT

Map pinMARQUETTE, MI
Phone906-228-6018
NotebookSEC #801-134391
Total AUM
$246.9M
Employees
6
Clients
551

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2424 US HIGHWAY 41 WEST
MARQUETTE
MI 49855
United States
Operating Hours
8:00 TO 5:00 EXCEPT FRIDAYS 8:00 TO 4:00
Monday - Friday
Phone
906-228-6018

ReceiptFinancials

Total AUM
$246.9M
Accounts
1,315
Discretionary
$246.9M
Accounts
1,315
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
479
AUM
$135.1M
HNW Individual Clients
71
AUM
$111.7M
Pension/Profit Sharing Plan Clients
1
AUM
$127K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMIMNWI

HandshakeAffiliates

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

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