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John Hugh Phillips

NORTHSIDE CAPITAL MANAGEMENT LLC·HOOD RIVER, Oregon
Series 7, Series 63Clean record24 years registeredNORTHSIDE CAPITAL MANAGEMENT LLC
116 3RD STREET, SUITE 313, HOOD RIVER, OR 97031CRD# 4266892Firm CRD# 107784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Hugh Phillips · HOOD RIVER, OR
Registration
CRD #4266892 · NORTHSIDE CAPITAL MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

NORTHSIDE CAPITAL MANAGEMENT LLC
May 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 2, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHSIDE CAPITAL MANAGEMENT LLC
CRD 107784 · SEC 801-56071
AUM
$5.3B
Regulatory assets under management
Employees
12
545 client accounts
Services offered by NORTHSIDE CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NORTHSIDE CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does John Hugh Phillips offer?
John Hugh Phillips specializes in Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.
What are John Hugh Phillips's credentials?
John Hugh Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Hugh Phillips located?
John Hugh Phillips 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 John Hugh Phillips charge for services?
John Hugh Phillips'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

Jeffrey Charles Slocum
HOOD RIVER, OR

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CFP

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