Overview
Assets Under Management: $211 million
Headquarters: BEND, OR
High-Net-Worth Clients: 44
Average Client Assets: $3.6 million
Frequently Asked Questions
NORTHLINE WEALTH 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 #150422), NORTHLINE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
NORTHLINE WEALTH MANAGEMENT LLC is headquartered in BEND, OR.
NORTHLINE WEALTH MANAGEMENT LLC serves 44 high-net-worth clients according to their SEC filing dated May 12, 2023. View client details ↓
According to their SEC Form ADV, NORTHLINE WEALTH MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
NORTHLINE WEALTH MANAGEMENT LLC manages $211 million in client assets according to their SEC filing dated May 12, 2023.
According to their SEC Form ADV, NORTHLINE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.14%
Average Client Assets: $3.6 million
Total Client Accounts: 642
Discretionary Accounts: 544
Non-Discretionary Accounts: 98
Regulatory Filings
CRD Number: 150422
Filing ID: 1761869
Last Filing Date: 2023-05-12 14:30:00