$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%
$2,250,000
Gross Revenue
1,800
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

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