N
$105.4M Total AUM
$105.4M Disc. AUM
-- 3Y CAGR
2 Employees
158 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
2445 NE Division ST STE 204 Bend OR
About Northwind Financial LLC
Northwind Financial LLC is a Bend-based RIA. The firm has been operating for 20 years. Managing $105.4M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$52.7M AVG AUM / ADVISOR
$667.4K AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Optima
Custodian
Peak horizon
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Investment Vehicles
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Services
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Technology
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Owner & Executives
B
BRADLEY JASON BOECK
Investment Advisor, Owner
- CRD
- #4537399
- Ownership
- 75% or more
(388) 352-5295
harbor.catalyst@radialcapital.com
in linkedin.com/in/foundation-delta
K
KEVIN JOHN SERRAPEDE
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2074389
- Ownership
- Less than 5%
(501) 818-6896
element.peak@peakcapital.com
in linkedin.com/in/pathway-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,443,057 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,443,057 | -- |
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Separately Managed Accounts
Total SMA Asset: $105,443,057
Equity - Exchange:
7.6% Public Funds:
19.9% Cash:
21.2% Corporate - Investment Grade:
17.4% Municipal Bonds:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $195,789,659 | 7.6% |
| Public Funds | $512,659,764 | 19.9% |
| Cash | $546,150,101 | 21.2% |
| Corporate - Investment Grade | $448,255,271 | 17.4% |
| Municipal Bonds | $873,324,925 | 33.9% |
| Total | $2,576,179,720 | 100.0% |