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Donald James Dewolfe

NORTHSIDE CAPITAL MANAGEMENT LLC·HOOD RIVER, Oregon
Clean recordNORTHSIDE CAPITAL MANAGEMENT LLC
116 3RD STREET, SUITE 313, HOOD RIVER, OR 97031CRD# 1073925Firm CRD# 107784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald James Dewolfe · HOOD RIVER, OR
Registration
CRD #1073925 · NORTHSIDE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald James Dewolfe is a registered financial advisor based in HOOD RIVER, Oregon, affiliated with NORTHSIDE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NORTHSIDE CAPITAL MANAGEMENT LLC
NORTHSIDE CAPITAL MANAGEMENT LLC
AUM
$5.3B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at NORTHSIDE CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1073925
Firm CRD# 107784
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald James Dewolfe offer?
Donald James Dewolfe specializes in Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.
What are Donald James Dewolfe's credentials?
Donald James Dewolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald James Dewolfe located?
Donald James Dewolfe is based in HOOD RIVER, Oregon, working with NORTHSIDE CAPITAL MANAGEMENT LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.
How does Donald James Dewolfe charge for services?
Donald James Dewolfe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSIDE CAPITAL MANAGEMENT LLC?
NORTHSIDE CAPITAL MANAGEMENT LLC has approximately 12 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSIDE CAPITAL MANAGEMENT LLC

Eva Betty Dewolfe
HOOD RIVER, OR
John Hugh Phillips
HOOD RIVER, OR
Morris Cheston
HOOD RIVER, OR
Jeffrey Charles Slocum
HOOD RIVER, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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