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Building 2NORTHWIND FINANCIAL LLC

Map pinBEND, OR
Phone541-318-7871
NotebookSEC #801-136199
Total AUM
$105.4M
Employees
2
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2445 NE DIVISION ST
STE 204
BEND
OR 97703-3568
United States
Operating Hours
6AM-3PM
MONDAY-FRIDAY
Phone
541-318-7871

ReceiptFinancials

Total AUM
$105.4M
Accounts
328
Discretionary
$105.4M
Accounts
328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$39.6M
HNW Individual Clients
22
AUM
$65.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

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

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