Overview
Assets Under Management: $1.3 billion
Headquarters: DE PERE, WI
High-Net-Worth Clients: 12
Average Client Assets: $60 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.67
Average High-Net-Worth Client Assets: $60 million
Total Client Accounts: 8,245
Discretionary Accounts: 7,550
Non-Discretionary Accounts: 695
Regulatory Filings
CRD Number: 290405
Filing ID: 2008286
Last Filing Date: 2025-08-13 11:11:00
Website: https://northrightfinancial.com