$15.5M Total AUM
$15.5M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-12-2018
- Office Locations
- 1
Office Locations
-- Southington CT
About Northshire Consulting, LLC
Northshire Consulting, LLC is a Southington-based RIA. The firm has been operating for 7 years. Managing $15.5M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
45 AVG AGE
$15.5M AVG AUM / ADVISOR
$397.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
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Investment Vehicles
North delta
Services
Pathway Summit Prime Horizon Wave vital
Owner & Executives
BRIAN DAVID WILLIAMS
Investment Advisor, President
- CRD
- #4231425
- Ownership
- 75% or more
(929) 700-4242
fusion.atlas@oakcapital.com
in linkedin.com/in/atlas-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,502,361 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,502,361 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,502,361
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,336,605,281 | 100.0% |
| Total | $1,336,605,281 | 100.0% |