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Northern Capital Management, Inc.
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Spokane, Washington
$327.5 million AUM
1 office

Northern Capital Management, Inc. is based in Spokane, Washington and has $327.5 million in assets under management.

Location
2700 South Southeast Boulevard
Suite 205
Spokane, WA 99223
Contact
$327.5 million
AUM
9
Employees
AUM Share
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$327,543,795
Assets under management
1,727 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 587 $127,213,518 39% $216,718
High net worth individuals 97 $195,991,616 60% $2,020,532
Charitable organizations Fewer than 5 clients $846,250
Other corporations or businesses 8 $3,492,411 1% $436,551
Employees Share
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9
Employees
6
Investment analysts
67% of total employees
AUM per employee Share
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$327,543,795
Assets under management
$36,393,755
AUM per employee
$54,590,632
AUM per investment analyst
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Compensation

Northern Capital Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Northern Capital Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 111,379
SEC number 801-44942
Legal structure Corporation
Legal governance Washington, United States
Latest ADV filing date March 27, 2020

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