Overview
Assets Under Management: $544 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 76
Average Client Assets: $4.7 million
Frequently Asked Questions
NORTHERN CAPITAL MANAGEMENT LLC 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 #104975), NORTHERN CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
NORTHERN CAPITAL MANAGEMENT LLC is headquartered in MADISON, WI.
NORTHERN CAPITAL MANAGEMENT LLC serves 76 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, NORTHERN CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
NORTHERN CAPITAL MANAGEMENT LLC manages $544 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, NORTHERN CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.82%
Average Client Assets: $4.7 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 104975
Filing ID: 1196672
Last Filing Date: 2018-03-26 13:22:00