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Northline Wealth Management LLC

EST. AUM
$210,549,944

CONTACTS
1

CLIENT ACCOUNTS
642

Firm Details

Metro area Portland, OR
CRD Number 150422
Website northlinewealth.com
Client types

Overview

Northline Wealth Management, LLC is an independent registered investment advisory firm dedicated to delivering exceptional service to individuals, families, and organizations in wealth management. The firm’s advisors implement innovative strategies aimed at preserving and growing clients' wealth over the long term. With a team of experienced investment professionals, Northline Wealth Management navigates the complexities of volatile financial markets and changing investment climates. Operating in a fiduciary capacity, the firm prioritizes unbiased investment advice that serves the best interests of its clients, free from the conflicts of interest often found in larger organizations. The firm’s employee ownership, collegial culture, and commitment to integrity and client service distinguish it within the financial services industry.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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