EP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
785 clients
Average Client Portfolio
$458K average
Assets Under Management
$359.9M
Fee Structure
Financial Planning:Investment management only
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
Investment Management
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Advisor Information
Office location
150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402
Get directionsRegulatory History
Clean regulatory record
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
Eric is involved with numerous rental property LLCs and a condo association, including occasional calls to discuss operations. These activities are investment-related.
Employment History
Current Registrations
Northland Asset Management
December 2022 - Present · 3 yrs 1 mo
Northland Securities, INC. Broker
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Hilltop Securities INC.
November 2018 - November 2022 · 4 yrs
Hilltop Securities INC. Broker
November 2018 - November 2022 · 4 yrs
Ross, Sinclaire & Associates, LLC
February 2011 - November 2018 · 7 yrs 9 mos
Ross, Sinclaire & Associates, LLCBroker
February 2009 - November 2018 · 9 yrs 9 mos
Butler, Wick & Co., INC.
April 2007 - March 2009 · 1 yr 11 mos
Butler, Wick & Co., INC.Broker
August 2003 - March 2009 · 5 yrs 7 mos
State Registrations7 states
CAFLILMNNYOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.