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

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Columbus, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.