$390MM AUM | $2.2MM GDC in Spokane, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Spokane, WA, US
Fee 0% Commission 100%
Gross Revenue
$2,250,000.00
# of Accounts
1,800
Avg Client Age
65
Overview

Northern Capital Management, Inc and Capital Retirement Plan Services, Inc are two RIAs under one umbrella. NCM services individual clients while CRPS services employer-sponsored retirement plans. NCM provides full financial planning to clients.

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