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Northland Asset Management
Minneapolis, Minnesota
Northland Asset Management, based out of Minneapolis, MN, is a reputable local investment advisory firm. With over 260 individual clients and a staggering $203,155,000 in assets under management, Northland Asset Management has established itself as a trusted partner in the financial industry. Operating from two well-appointed offices, the firm offers a range of services including insurance brokering and agency.
Although 401K and individual accounts make up less than 30% of their assets under management, Northland Asset Management possesses the expertise to manage employer funds as well. Notably, 95% of the assets they oversee are...see more
Assets Under Mgmt
$203.16M
Investment Professionals
19
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Northland Asset Management
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