Overview
Assets Under Management: $259 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 51
Average Client Assets: $4.6 million
Frequently Asked Questions
NORTHERN LIGHTS ADVISORS, INC. 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 #167824), NORTHERN LIGHTS ADVISORS, INC. is subject to fiduciary duty under federal law.
NORTHERN LIGHTS ADVISORS, INC. is headquartered in SEATTLE, WA.
NORTHERN LIGHTS ADVISORS, INC. serves 51 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, NORTHERN LIGHTS ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NORTHERN LIGHTS ADVISORS, INC. manages $259 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, NORTHERN LIGHTS ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.69%
Average Client Assets: $4.6 million
Total Client Accounts: 339
Discretionary Accounts: 339
Regulatory Filings
CRD Number: 167824
Filing ID: 2073036
Last Filing Date: 2026-03-25 15:01:33