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Building 2NORTHLANDING FINANCIAL PARTNERS, LLC

Map pinROCHESTER, NY
Phone(585) 497-5000
NotebookSEC #801-77720
Total AUM
$152.2M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 LINDEN OAKS
SUITE 220
ROCHESTER
NY 14625
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
(585) 497-5000

ReceiptFinancials

Total AUM
$152.2M
Accounts
172
Discretionary
$152.2M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$42.9M
HNW Individual Clients
43
AUM
$109.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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