How does NORTH RIM CAPITAL MANAGEMENT LLC help clients – Key Takeaways:
As a financial advisory firm, NORTH RIM CAPITAL MANAGEMENT LLC specializes in offering expert financial advice to its clients. With a team of highly knowledgeable and experienced advisors, they assist clients in navigating the complex world of finance and achieving their financial goals.
Facts and Insights
NORTH RIM CAPITAL MANAGEMENT LLC was founded in 2003 and has accumulated a wealth of experience and knowledge in the financial industry over the years. As of December 31, 2020, the firm reported $1.3 billion in assets under management and has a team of 11 advisors working to provide customized financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| NORTH RIM CAPITAL MANAGEMENT LLC | |
|---|---|
| Assets Under Management | $1.3 billion (as of December 31, 2020) |
| Number of Advisors | 11 |
| Time in Business | 18 years (Founded in 2003) |
Financial Services Offered
NORTH RIM CAPITAL MANAGEMENT LLC offers a wide range of financial services for individuals, families, and institutions. These services include portfolio management, financial planning, retirement planning, estate planning, and tax planning.
Client Types
NORTH RIM CAPITAL MANAGEMENT LLC works with a diverse range of clients, including high net worth individuals, families, and institutions. They have a deep understanding of the unique financial needs and goals of each client and provide tailored solutions to help them achieve their objectives.
Fees & Compensation
As a fee-only advisory firm, NORTH RIM CAPITAL MANAGEMENT LLC charges a fixed percentage of assets under management as their fee. This fee structure ensures that their interests are aligned with those of their clients and motivates them to prioritize the client’s financial success.
Background
NORTH RIM CAPITAL MANAGEMENT LLC was founded by a team of financial experts with a shared vision of providing exceptional financial advisory services to their clients. Their team consists of experienced professionals with diverse backgrounds and expertise, allowing them to offer a wide range of financial solutions to their clients.
Financial Advisor Disclosures to Know
North Rim Capital Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they are legally bound to act in the best interests of their clients and provide full disclosure of any potential conflicts of interest. They have a clean record with no disclosures or disciplinary actions against them.