This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge frontierPrime +more
- Established Date
- 11-29-2018
- Office Locations
- 2
Office Locations
About Northavenue LLC
NorthAvenue is a fee-only, women-owned RIA providing holistic, tax-focused financial planning for a flat annual fee. Services include ongoing planning and implementation across investment management, retirement and estate planning, insurance, education, and cash-flow, plus proactive tax planning and personal tax preparation supported by tax specialists. Investment portfolios are managed in partnership with Asset Dedication’s research-based, academic approach aligned to client goals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTEN ELISABETH MOOSMILLER
Chief Compliance Officer, Managing Member, Senior Advisor
- CRD
- #6034968
- Ownership
- 75% or more
Stephanie Darrington Bailey
Associate Advisor
- CRD
- #7436852
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Emily Marie Paulus
Associate Advisor
- CRD
- #7666596
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,847,307 | $321,077 |
| Non-Discretionary | $0 | -- |
| Total | $204,847,307 | $321,077 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $204,847,307
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,238,901,709 | 30.6% |
| U.S. Government/Agency | $481,795,109 | 11.9% |
| Cash | $801,642,283 | 19.8% |
| Equity - Exchange | $647,791,744 | 16.0% |
| Municipal Bonds | $878,567,552 | 21.7% |
| Total | $4,048,698,397 | 100.0% |