NORTHCREST ASSET MANAGEMENT

505 N. Hwy 169
Suite 900
Plymouth, Minnesota 55441
Tel: 763-417-1700

About NORTHCREST ASSET MANAGEMENT

NORTHCREST ASSET MANAGEMENT, formally registered with the SEC as NORTHCREST ASSET MANAGEMENT. The firm was established in 05/14/2021. They have over 1 offices throughout the country.

NORTHCREST ASSET MANAGEMENT is a Plymouth, Minnesota based Financial Planning firm with nearly $3,153,026,552 assets under management, offering retirement planning & investment advisory services to 3216 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300366
SEC#	801-121227
Assets Managed by Firm	$3,153,026,552
No. of Clients	3216
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Other (INVESTMENT STRATEGIES FOR AN AFFILIATED INVESTMENT ADVISER)

Firm Client Information

	No. of Clients	AUM
Firm Total	3216	$3,153,026,552
Other investment advisers	1	$3,153,026,552

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