116 3rd Street, Suite 313
Hood River, Oregon 97031
Tel: 541-387-2080
NORTHSIDE CAPITAL MANAGEMENT LLC, formally registered with the SEC as NORTHSIDE CAPITAL MANAGEMENT LLC. The firm was established in 12/07/1998. They have over 3 offices throughout the country.
NORTHSIDE CAPITAL MANAGEMENT LLC is a Hood River, Oregon based Financial Planning firm with nearly $5,287,126,759 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107784 |
SEC# | 801-56071 |
Assets Managed by Firm | $5,287,126,759 |
No. of Clients | 545 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 545 | $5,287,126,759 |
High net worth individuals | 42 | $5,287,126,759 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$13,438,401,059 | 431 | 41 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 |
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