Northshire Consulting, LLC
RIAState Registered
Total AUM
$15.5M
Discretionary
$15.5M
100% of AUM
Avg account
$176K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299013
- Website
- northshireconsulting.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans80.12%
- Individuals19.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Northshire Consulting, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension-consulting services. Its billing arrangements include percentage-of-assets, hourly engagement charges, and fixed fees. Filings indicate the firm is not positioned as a capital allocator and does not identify itself 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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Caritas Investment Advisors LLC
RIASan Francisco, CA
AUM $15.5MTEAM 1REPS 1
Mauro Capital Management, Inc.
RIAAUM $15.5MTEAM 1REPS 1
DAO Trading & Advisory Inc.
RIAAUM $15.5MTEAM 1REPS 1
TKG Financial LLC
RIAAUM $15.5MTEAM 1REPS 1
Bates Wealth Management, LLC
RIAAUM $15.5MTEAM 2REPS 2
Think Wealth Management
RIAAUM $15.5MTEAM 2REPS 2