Northland Asset Management

Overview

Northland Asset Management is a corporation that combines advisory services with broker-dealer and insurance-broker capabilities. The firm registered with the SEC in 2015 and identifies as a capital allocator serving individual and family clients. Its business lines include broker-dealer activity, insurance brokerage and serving as a registered municipal advisor; advisory services listed on its filings emphasize financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers. The firm uses multiple fee approaches — percentage of AUM, hourly and fixed fees, and other fee arrangements — rather than a single billing model. Northland’s classification and affiliations indicate an integrated model that spans brokerage, trust/banking relationships and insurance distribution, which supports both transaction execution and ongoing portfolio advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices