1111 Main Street
Suite 650
Vancouver, Washington 98660-2990
Tel: 360-567-3300
GREAT NORTHERN ASSET MANAGEMENT, LLC, formally registered with the SEC as GREAT NORTHERN ASSET MANAGEMENT, LLC. The firm was established in 03/06/2006. They have over 1 offices throughout the country.
GREAT NORTHERN ASSET MANAGEMENT, LLC is a Vancouver, Washington based Financial Planning firm with nearly $217,798,560 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 139457 |
SEC# | 801-66214 |
Assets Managed by Firm | $217,798,560 |
No. of Clients | 165 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 165 | $217,798,560 |
Individuals (other than high net worth individuals) | 56 | $10,959,784 |
High net worth individuals | 99 | $169,212,870 |
Pension and profit sharing plans | $1,544,899 | |
Charitable organizations | Fewer than 5 clients | $34,338,059 |
Corporations or other businesses | Fewer than 5 clients | $1,742,948 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$386,290,864,100 | 132036 | 836 | |
$156,620,655,662 | 744 | 651 | |
$47,233,145,795 | 69895 | 651 | |
$41,232,351,167 | 113 | 12 | |
$26,539,000,000 | 19 | 114 |
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