Overview
Assets Under Management: $160 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
NORTH FORTY TWO & CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148417), NORTH FORTY TWO & CO. is subject to fiduciary duty under federal law.
NORTH FORTY TWO & CO. is headquartered in LAKE OSWEGO, OR.
NORTH FORTY TWO & CO. serves 44 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, NORTH FORTY TWO & CO. offers financial planning and portfolio management for individuals. View all service details ↓
NORTH FORTY TWO & CO. manages $160 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, NORTH FORTY TWO & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 254
Discretionary Accounts: 254
Regulatory Filings
CRD Number: 148417
Last Filing Date: 2025-02-26 00:00:00
Website: https://northfortytwo.com