Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northland Asset Management provides Advisory Research Services for a cash fee. There is no set fee schedule; fees are determined on a negotiated basis and invoiced in arrears. Fees are due upon receipt.
Areas of Practice
Advisor Information
Office location
11440 Jog Road, Palm Beach Gardens, FL, 33418
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is an employee of Country Club Bank, dedicating a significant amount of time to this investment-related activity outside of securities hours. He also serves as a board member for CC Capital Advisors, Inc., spending about 10-20% of his time on this investment-related activity during securities hours.