Northside Capital Management LLC
Northside Capital Management LLC (CRD# 107784) is a financial advisory firm headquartered in Hood River, OR. They manage $3,906,059,039 in 359 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management3,906MILLION
Total Number of Accounts359ACCOUNTS
Average Account Value$10,880,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, MN, OR
John Phillips (CRD# 4266892) is an Investment Advisor Representative working at Northside Capital Management LLC in Hood River, OR and has over 16 years of experience in the finance industry. John Phillips 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.
Patricia Gooch (CRD# 1821820) is an Investment Advisor Representative working at Northside Capital Management LLC in Hood River, OR and has over 26 years of experience in the finance industry.