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NORTHSIDE CAPITAL MANAGEMENT LLC

116 3rd Street, Suite 313
Hood River, Oregon 97031
Tel: 541-387-2080

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About NORTHSIDE CAPITAL MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#107784
SEC#801-56071
Assets Managed by Firm$5,287,126,759
No. of Clients545
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total545$5,287,126,759
High net worth individuals42$5,287,126,759

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