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GREAT NORTHERN ASSET MANAGEMENT, LLC

1111 Main Street
Suite 650
Vancouver, Washington 98660-2990
Tel: 360-567-3300

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About GREAT NORTHERN ASSET MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#139457
SEC# 801-66214
Assets Managed by Firm $217,798,560
No. of Clients 165
No. of Advisors 3

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total165$217,798,560
Individuals (other than high net worth individuals)56$10,959,784
High net worth individuals99$169,212,870
Pension and profit sharing plans$1,544,899
Charitable organizationsFewer than 5 clients$34,338,059
Corporations or other businessesFewer than 5 clients$1,742,948
Inquire with GREAT NORTHERN ASSET MANAGEMENT, LLC

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