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Home > Retirement Planners > washington > spokane > NORTHERN CAPITAL MANAGEMENT, INC.
NORTHERN CAPITAL MANAGEMENT, INC.
2700 South Southeast Boulevard
Suite 205
Spokane, Washington 99223-4984
Tel: 509-456-2526
About NORTHERN CAPITAL MANAGEMENT, INC.
NORTHERN CAPITAL MANAGEMENT, INC, formally registered with the SEC as NORTHERN CAPITAL MANAGEMENT, INC. The firm was established in 11/05/1993. They have over 2 offices throughout the country.
NORTHERN CAPITAL MANAGEMENT, INC. is a Spokane, Washington based Financial Planning firm with nearly $390,992,420 assets under management, offering retirement planning & investment advisory services to 1750 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111379 |
| SEC# | 801-44942 |
| Assets Managed by Firm | $390,992,420 |
| No. of Clients | 1750 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (EDUCATIONAL WEBINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1750 | $390,992,420 |
| Individuals (other than high net worth individuals) | 570 | $131,982,048 |
| High net worth individuals | 116 | $253,147,609 |
| Charitable organizations | Fewer than 5 clients | $1,906,779 |
| Corporations or other businesses | 10 | $3,955,984 |
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