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Building 2NORTHERN CAPITAL RETIREMENT SERVICES, INC.

Map pinSPOKANE, WA
Phone509-456-2526
NotebookSEC #801-77836
Total AUM
$304.2M
Employees
11
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 S SOUTHEAST BOULEVARD
SUITE 205
SPOKANE
WA 99223
United States
Operating Hours
8 AM TO 4:30 PM
MONDAY - THURSDAY
Phone
509-456-2526
Other Offices
1

ReceiptFinancials

Total AUM
$304.2M
Accounts
21
Discretionary
$304.2M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
21
AUM
$304.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningOther ServicesPension ConsultingPublications
Other Services
EDUCATIONAL WEBINARS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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