Northlanding Financial Partners, LLC

RIASEC Registered

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 provides financial planning and portfolio management primarily for individuals and families. The firm is SEC-registered (registered in 2013) and describes itself as a capital allocator that selects third-party managers as part of its offering. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements combine a percentage-of-AUM model with hourly and fixed-fee options, which suggests flexibility for both ongoing asset management relationships and project-based engagements. The firm does not identify as an active ESG investor.