Northland Capital Management
Firm details
- Headquarters
- Virginia, Minnesota
- CRD number
- 146452
- Registered since
- April 10, 2020
- Website
- northlandcap.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.02%
- Individuals42.34%
- State / Municipal Government0.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northland Capital Management is an independent, LLC-structured registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual/family and institutional clients and offers financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and on an hourly basis. The firm describes itself as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.
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
- Public Funds/Mutual Funds100%
Contacts
3 of 3Julie Johnson
Investment Advisor RepresentativeCRD 6696422
Christopher Erickson
PresidentCRD 2402116
Andrew Rogers
Investment Advisor RepresentativeCRD 7406220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$185M in ETFs
65%
$121M
28%
$64.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF (XTEN) | BondBloxx | Passive | Long Government | $26.9M | 590,565 | 14.53% |
Location
Virginia, MN
Saint Louis
Location
Virginia, MN
Headquartered in Virginia, MN, in the Midwest of the United States.
- Region
- Midwest
- County
- Saint Louis
- Address
- 401 N 6th Ave
- Time zone
- CT (UTC-6)
- Office locations
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