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NORTHERN CAPITAL MANAGEMENT, INC.
SPOKANE, WA
509-456-2526
SEC #801-44942Total AUM
$526.7M
Employees
11Clients
733Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 SOUTH SOUTHEAST BOULEVARD
SUITE 205
SPOKANE
WA 99223-4984
United States
SUITE 205
SPOKANE
WA 99223-4984
United States
Operating Hours
8:00 A.M.-4:30 P.M.
MONDAY - THURSDAY
MONDAY - THURSDAY
Phone
509-456-2526
Other Offices
1
Financials
Total AUM
$526.7M
Accounts
1,855Discretionary
$526.3M
Accounts
1,853Non-Discretionary
$426.9K
Accounts
2
Clients
Individual Clients
577AUM
$143.8M
HNW Individual Clients
142AUM
$374M
Charitable Organization Clients
1AUM
$2.6M
Corporation or Business Clients
13AUM
$6.3M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
EDUCATIONAL WEBINARS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES, STIPENDS, TRAVEL ACCOMMODATION FOR SPEAKING ENGAGEMENTS
Compliance
Disclosures
None reported
State Registrations
AZCAFLIDLAMTNEORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.