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
Po Box 1165, Bayfield, WI 54814
http://www.northlakecapital.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Northlake Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Birenberg, financial advisor Bayfield WI
Steven P. Birenberg
CRD#: 2594169
Bayfield, WI

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.

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.

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