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).

By the Numbers
  • Total Assets Under Management
    3,906
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $10,880,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA, MN, OR

Financial Advisors at Northside Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John H. Phillips
CRD#: 4266892
208 1/2 Second Street, Hood River, OR 97031
96
Wealthminder
score

John Phillips (CRD# 4266892) is an Investment Advisor Representative working at Northside Capital Management LLC in Hood River, OR and has over 15 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.

2
Patricia C. Gooch
CRD#: 1821820
116 3rd Street, Ste 313, Hood River, OR 97031
93
Wealthminder
score

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.

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