Northlanding Financial Partners, LLC
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
FINTRXOverview
Northlanding Financial Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm identifies as a capital allocator serving individual and family clients and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities71%
- US Government Bonds24%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Eric Garsin
Financial Planner & PartnerCRD 2942903
Bryce Carey
Director, CFPCRD 5547015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$140M in ETFs
84%
$117M
16%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.3M | 51,124 | 27.35% |
Location
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 90 Linden Oaks
- Time zone
- ET (UTC-5)
- Office locations
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