NORTHLINE WEALTH MANAGEMENT LLC

BEND, Oregon·4 registered advisors·CRD# 150422
SEC# 801-1076570888-407-5463
01

Firm Overview

AUM
$211M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Commissions
Other: $100 ANNUAL SERVICE FEE
03

Specialties

Investment Management
04

Advisors at NORTHLINE WEALTH MANAGEMENT LLC

4 registered advisors
Jeffrey Edward Stuermer
BEND, Oregon
John Bradford Kingery
BEND, Oregon
Justin Wayne Rae
BEND, Oregon
Katherine Ann Hoffmeister
BEND, Oregon
05

Office Locations

BEND, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. NORTHLINE WEALTH MANAGEMENT LLC (CRD# 150422) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.