$38.8M Total AUM
$38.8M Disc. AUM
-- 3Y CAGR
1 Employees
169 ADV. Clients
9 yrs Firm Age
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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
408 Jones St. Eveleth MN
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.
Team overview
59 AVG AGE
$38.8M AVG AUM / ADVISOR
$229.8K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL EUGENE MUHICH
Managing Member
- CRD
- #2796080
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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