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Home > Retirement Planners > washington > vancouver > GREAT NORTHERN ASSET MANAGEMENT, LLC
GREAT NORTHERN ASSET MANAGEMENT, LLC
1111 Main Street
Suite 650
Vancouver, Washington 98660-2990
Tel: 360-567-3300
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 $222,308,614 assets under management, offering retirement planning & investment advisory services to 158 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139457 |
| SEC# | 801-66214 |
| Assets Managed by Firm | $222,308,614 |
| No. of Clients | 158 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 158 | $222,308,614 |
| Individuals (other than high net worth individuals) | 21 | $6,872,603 |
| High net worth individuals | 37 | $201,181,577 |
| Charitable organizations | 5 | $13,779,552 |
| Corporations or other businesses | Fewer than 5 clients | $474,882 |
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