Northline Wealth Management LLC is a large advisory firm based in Bend. It manages $149.69 million of regulatory assets for 579 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, New Mexico, Oregon, Texas, and Washington.
Northline Wealth Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Northline Wealth Management LLC is $149.69 million. The firm's AUM has grown by 431% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Northline Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Northline Wealth Management is high net worth individuals with 35 clients and $101.68 million of assets under management. Among the 12 most similar advisory firms, Northline Wealth Management has the 6th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $138.63 million for 261 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Northline Wealth Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Northline Wealth Management LLC performs its advisory services is located at 15 Sw Colorado Avenue, Bend, OR 97702 1229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-407-5463 or by fax 888-407-5435. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at northlinewealth.com.