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 $4,635,685,999 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 107784 |
SEC# | 801-56071 |
Assets Managed by Firm | $4,635,685,999 |
No. of Clients | 514 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 514 | $4,635,685,999 |
High net worth individuals | 40 | $4,635,685,999 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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