How does the advisor help clients – Key Takeaways:
NORTHLAND ASSET MANAGEMENT provides expert financial guidance and advice to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1993, NORTHLAND ASSET MANAGEMENT, also known as NORTHLAND SECURITIES, INC., has a long-standing reputation for excellence in financial services. With a team of experienced and knowledgeable advisors, the company provides personalized financial solutions to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 10 | 27 years |
Financial Services Offered
NORTHLAND ASSET MANAGEMENT offers a wide range of financial services to cater to the diverse needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax-efficient strategies
- Insurance planning
- Education funding
- Wealth transfer planning
Client Types
NORTHLAND ASSET MANAGEMENT serves a variety of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Institutional investors
Fees & Compensation
NORTHLAND ASSET MANAGEMENT charges clients fees for their services, which are based on a percentage of assets under management. These fees ensure that the advisors are aligned with their clients’ best interests and strive to provide optimal financial guidance and results.
Background
The team at NORTHLAND ASSET MANAGEMENT consists of highly experienced and educated individuals with diverse backgrounds and specialties. They are committed to staying up-to-date with the latest industry trends, regulations, and strategies to provide the best possible guidance to their clients.
Financial Advisor Disclosures to Know
As a reputable and transparent financial advisor, NORTHLAND ASSET MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary actions on their record. These can be found on their official website or through the Securities and Exchange Commission (SEC) website.