DUE NORTH FINANCIAL, LLC

Overview

DUE North Financial, LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small business owners. The firm runs a fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing asset management relationships and one-off planning or advisory projects. Its advisory activities emphasize liquid public markets—exchange-traded equities and ETFs are the primary vehicle—while supplementing portfolios with mutual funds and selected third‑party alternative managers for sector or asset-class exposure. The firm serves both individual & family clients and institutional accounts and does not identify as an active ESG investor. DUE North Financial is structured as a limited liability company with individual ownership and operates as an independent RIA rather than as a capital allocator or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices