North & Company, LLC
North & Company, LLC (CRD# 127661) is a financial advisory firm headquartered in , . They manage $16,601,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$184,456
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter North (CRD# 4681385) is an Investment Advisor Representative working at North & Company, LLC in Bath, ME and has over 14 years of experience in the finance industry. Peter North has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.