NORTHAVENUE LLC

4400 N High St
Suite 201
Columbus, Ohio 43214
Tel: 614-210-3948

About NORTHAVENUE LLC

NORTHAVENUE LLC, formally registered with the SEC as NORTHAVENUE LLC. The firm was established in 05/27/2022. They have over 3 offices throughout the country.

NORTHAVENUE LLC is a Columbus, Ohio based Financial Planning firm with nearly $140,582,540 assets under management, offering retirement planning & investment advisory services to 516 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297300
SEC#	801-125757
Assets Managed by Firm	$140,582,540
No. of Clients	516
No. of Advisors	7

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	516	$140,582,540
Individuals (other than high net worth individuals)	60	$17,558,721
High net worth individuals	58	$123,023,819

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