Northavenue LLC

Northavenue LLC (CRD# 297300) is a financial advisory firm headquartered in Columbus, OH. They manage $140,582,540 in 516 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4400 N High St, Suite 201, Columbus, OH 43214
https://www.facebook.com/northavenuefa
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $272,447
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OH, TX, UT, VA

Financial Advisors at Northavenue LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristen Moosmiller, financial advisor Columbus OH
Kristen E. Moosmiller
CRD#: 6034968
4400 N High St, Suite 201, Columbus, OH 43214

Kristen Moosmiller (CRD# 6034968) is an Investment Advisor Representative working at Northavenue LLC in Columbus, OH and has 1 year of experience in the finance industry.

2
Stephanie Bailey, financial advisor Columbus OH
Stephanie D. Bailey
CRD#: 7436852
4400 N High St, Suite 201, Columbus, OH 43214

Stephanie Bailey (CRD# 7436852) is an Investment Advisor Representative working at Northavenue LLC in Columbus, OH and has over 2 years of experience in the finance industry.

3
Emily Paulus, financial advisor Columbus OH
Emily M. Paulus
CRD#: 7666596
4400 N High St, Suite 201, Columbus, OH 43214

Emily Paulus (CRD# 7666596) is an Investment Advisor Representative working at Northavenue LLC in Columbus, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals