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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-10-2017
- Office Locations
- 1
Office Locations
About DUE North Financial, LLC
Due North Financial, LLC is a Minnesota-registered RIA serving individuals and local businesses with goal-based financial planning and ongoing portfolio management. Portfolios lean heavily on ETFs and public funds, emphasizing asset allocation and risk management. The firm also offers insurance solutions through an affiliated entity, including Medicare-related coverage, for more holistic planning.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 169 clients, or 169 clients per representative. That equates to $229.8K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
PAUL EUGENE MUHICH
Managing Member
- CRD
- #2796080
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,831,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,831,949 | -- |
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Separately Managed Accounts
SMA allocation detail is available
DUE North Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.