NORTHLANDING FINANCIAL PARTNERS, LLC

RIASEC RegisteredEst. 2013

Total AUM

$152M

Discretionary

$152M

100% of AUM

Avg account

$885K

Accounts

172

Employees

Advisory reps

Firm details

Headquarters: ROCHESTER, New York
CRD number: 167055
Registered since: March 27, 2013
Website: northlandingfp.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.78%
Individuals28.22%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Northlanding Financial Partners, LLC is an independent registered investment adviser that began SEC registration in 2013. The firm serves primarily individual and family clients and describes itself as a capital allocator, using third-party managers alongside direct investment strategies. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser. Ownership is structured as a domestic entity with individual ownership.