Northcrest Asset Management
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 300366
- Registered since
- May 14, 2021
- Website
- www.wealthenhancement.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Northcrest Asset Management is a limited liability company operating as an institutional registered investment adviser. The firm registered with the SEC in 2021 and manages client assets on a discretionary, percentage-of-AUM fee basis. Ownership is listed as a combination of a domestic entity and an individual. Northcrest identifies a clear preference for equity exposure and maintains affiliations across the financial services ecosystem, including broker-dealers, other investment advisers, trust companies, and insurance firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds15%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 4
Jeffrey Dekko
Chief Executive OfficerCRD 4648018
Kelly Windorski
Chief Financial OfficerCRD 3211118
Joseph Dieckhaus
Chief Compliance OfficerCRD 5374613
Contacts
3 of 3
James Cahn
Chair of the Investment CommitteeCRD 6052512
William Rice
CRD 5380207
Victoria Denaro
Assistant SecretaryCRD 8030293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$443M in ETFs
78%
$344M
16%
$98.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $26.2M | 33,898 | 5.93% |
Location
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 505 Highway 169 N
- Time zone
- CT (UTC-6)
- Office locations
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