NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

Overview

Northside Group Wealth Management, LLC is an independent RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, but its advisory activity is concentrated on financial planning and portfolio management for individuals and small businesses. In addition to advisory services, Northside conducts insurance brokerage and other financial product sales; its fee mix includes percentage-of-AUM charges, hourly fees, and commission-based income. The firm does not report active ESG investing and is not designated as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives