Northern Capital Retirement Services, Inc.
Northern Capital Retirement Services, Inc. is an SEC-registered ria in Spokane, WA with $304.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Northern Capital Retirement Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163327, SEC 801-77836, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $304.2M (2026-03-10)
- Firm type
- Ria
- Location
- Spokane, WA
- Employees
- 11
- Clients
- 21
- CRD
- 163327
- Ownership
- WILSON, JAMES, KARL; WARNER, MICHELLE, LYNN; ISOTALO, JENNIFER, Lynn; MILLER, SARAH, JUNETTE; BURKE, LISA, MARIE
How much AUM does Northern Capital Retirement Services, Inc. have?
Northern Capital Retirement Services, Inc. reported $304.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Northern Capital Retirement Services, Inc.?
Disclosed owners and executives of Northern Capital Retirement Services, Inc. include WILSON, JAMES, KARL, WARNER, MICHELLE, LYNN, ISOTALO, JENNIFER, Lynn, MILLER, SARAH, JUNETTE, BURKE, LISA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.