Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NORTHSIDE CAPITAL MANAGEMENT LLC 116 3rd Street, Suite 313, Hood River, OR, 97031 | $4,635,685,999 | 514 | 12 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 107784
Assets Under Management $4,635,685,999
No. Of Clients514
Clients Per Financial Advisor43
NORTHSIDE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Hood River, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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