Overview
Assets Under Management: $152 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 43
Average Client Assets: $2.5 million
Frequently Asked Questions
NORTHLANDING FINANCIAL PARTNERS, 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 #167055), NORTHLANDING FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
NORTHLANDING FINANCIAL PARTNERS, LLC is headquartered in ROCHESTER, NY.
NORTHLANDING FINANCIAL PARTNERS, LLC serves 43 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, NORTHLANDING FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NORTHLANDING FINANCIAL PARTNERS, LLC manages $152 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, NORTHLANDING FINANCIAL PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.78%
Average Client Assets: $2.5 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 167055
Filing ID: 2054820
Last Filing Date: 2026-03-18 09:54:24