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Home > Retirement Planners > washington > spokane > NORTHERN CAPITAL RETIREMENT SERVICES, INC.
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
2700 S Southeast Boulevard
Suite 205
Spokane, Washington 99223
Tel: 509-456-2526
About NORTHERN CAPITAL RETIREMENT SERVICES, INC.
NORTHERN CAPITAL RETIREMENT SERVICES, INC, formally registered with the SEC as NORTHERN CAPITAL RETIREMENT SERVICES, INC. The firm was established in 04/02/2013. They have over 2 offices throughout the country.
NORTHERN CAPITAL RETIREMENT SERVICES, INC. is a Spokane, Washington based Financial Planning firm with nearly $231,970,685 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163327 |
| SEC# | 801-77836 |
| Assets Managed by Firm | $231,970,685 |
| No. of Clients | 23 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (EDUCATIONAL WEBINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 23 | $231,970,685 |
| Pension and profit sharing plans | 23 | $231,970,685 |
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