Northroad Capital Management LLC

Northroad Capital Management LLC (CRD# 120865) is a financial advisory firm headquartered in New York, NY. They manage $346,240,418 in 413 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $838,355
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Northroad Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert P. Morgenthau
CRD#: 1216047
530 Fifth Avenue, 3rd Floor, New York, NY 10036
93
Wealthminder
score

Robert Morgenthau (CRD# 1216047) is an Investment Advisor Representative working at Northroad Capital Management LLC in New York, NY and has over 33 years of experience in the finance industry.

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