Northlake Capital Management, LLC
Northlake Capital Management, LLC (CRD# 132006) is a financial advisory firm headquartered in Bayfield, WI. They manage $55,379,407 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Northlake Capital Management, LLC
By the Numbers
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Total Assets Under Management55MILLION
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Total Number of Accounts51ACCOUNTS
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Average Account Value$1,085,871
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WI
Financial Advisors at Northlake Capital Management, LLC
1
Steven Birenberg (CRD# 2594169) is an Investment Advisor Representative working at Northlake Capital Management, LLC in Bayfield, WI and has over 29 years of experience in the finance industry.
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