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Building 2NORTHERN CAPITAL MANAGEMENT LLC

Map pinMADISON, WI
Phone608-831-8018
NotebookSEC #801-14843
Total AUM
$544.2M
Employees
7
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 EXCELSIOR DRIVE
SUITE 201
MADISON
WI 53717-1951
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
608-831-8018

ReceiptFinancials

Total AUM
$544.2M
Accounts
302
Discretionary
$544.2M
Accounts
302
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$31.4M
HNW Individual Clients
76
AUM
$358.2M
Pension/Profit Sharing Plan Clients
7
AUM
$67.2M
Charitable Organization Clients
10
AUM
$31.7M
Corporation or Business Clients
1
AUM
$55.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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