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Building 2NORTHLINE WEALTH MANAGEMENT LLC

Map pinBEND, OR
Phone888-407-5463
NotebookSEC #801-70262
Total AUM
$43M
Employees
3
Clients
0

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
$43M
Accounts
196
Discretionary
$42.3M
Accounts
177
Non-Discretionary
$700.5K
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NMORTX

HandshakeAffiliates

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

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