CRD: 148608
Northside Group Wealth Management, LLC
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- Custodian
- John Hancock ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2009
- Office Locations
- 1
Office Locations
About Northside Group Wealth Management, LLC
NorthSide Group Wealth Management serves individuals and families across North Carolina and Virginia with fiduciary financial coaching that integrates estate documents, investments, tax and insurance planning to support retirement and multi-generational wealth. The firm also operates a mortgage practice with niche programs (e.g., manufactured home and bank-statement/1099 loans). Portfolios are ETF-focused (SMA) and the firm reports Altruist as a custodian.
Team overview
Insights
Custodian
Investment Themes
Services
Owner & Executives
ZACHARY STAN SMITH
Investment Advisor Representative, Manager
- CRD
- #2186986
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,500,000 | -- |
| Total | $12,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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