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NORTHLAND CAPITAL MANAGEMENT
401 North 6th Avenue
Suite 220
Virginia, Minnesota 55792
Tel: 218-741-5390
About NORTHLAND CAPITAL MANAGEMENT
NORTHLAND CAPITAL MANAGEMENT, formally registered with the SEC as NORTHLAND CAPITAL MANAGEMENT. The firm was established in 04/10/2020. They have over 2 offices throughout the country.
NORTHLAND CAPITAL MANAGEMENT is a Virginia, Minnesota based Financial Planning firm with nearly $196,284,350 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146452 |
| SEC# | 801-118425 |
| Assets Managed by Firm | $196,284,350 |
| No. of Clients | 531 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 531 | $196,284,350 |
| Individuals (other than high net worth individuals) | 206 | $96,543,819 |
| High net worth individuals | 66 | $97,189,448 |
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