Great Northern Asset Management, LLC is a large advisory firm based in Vancouver. It manages $212.7 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alaska, California, Florida, and 7 other states.
Great Northern Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, 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 Great Northern Asset Management, LLC is $212.7 million. The firm's AUM has grown by 198% 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 Great Northern Asset 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, high net worth individuals, and corporations or other businesses. The largest group of clients of John Duncan Ritchie is high net worth individuals with 84 clients and $187.04 million of assets under management. Among the 12 most similar advisory firms, Great Northern Asset Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $198.26 million for 141 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.
Great Northern Asset Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No 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.
John Duncan Ritchie has been acting as President since 1 Jan 2006. Tamara Anne Oglesby joined the executive team most recently as the Chief Compliance Officer.
The principal office where Great Northern Asset Management, LLC performs its advisory services is located at 1111 Main Street, Vancouver, WA 98660 2990, 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 360-567-3300 or by fax 360-567-3306. The normal business hours are 7:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at gnam.us/ (under construction).