NORTHLAND ASSET MANAGEMENT
Total AUM
$405.5M
Employees
22Clients
877Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 SOUTH 5TH STREET
SUITE 3300
MINNEAPOLIS
MN 55402
United States
SUITE 3300
MINNEAPOLIS
MN 55402
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-851-2920
Other Offices
2
Financials
Total AUM
$405.5M
Accounts
1,192Discretionary
$387.3M
Accounts
1,180Non-Discretionary
$18.2M
Accounts
12
Clients
Individual Clients
391AUM
$79.2M
HNW Individual Clients
484AUM
$319.3M
Pension/Profit Sharing Plan Clients
1AUM
$3.2M
Charitable Organization Clients
1AUM
$3.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RESEARCH SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AZCACOFLGAIAILKSMNMONCNMNYOHSDTNTXVAVTWAWI
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.