Northland Asset Management

Overview

Northland Asset Management is a corporate-structured wealth and brokerage firm that combines broker-dealer activity with advisory services and municipal-advisory capabilities. The firm is SEC-registered (registration year 2015) and identifies as a capital allocator that serves individual and family clients. Its service mix spans brokerage, insurance intermediation, and registered municipal advisory work while its advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements are mixed — percentage of AUM alongside hourly, fixed, and other fee types — reflecting a flexible pricing approach for different client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices