N
$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
1005 W. Wise Road Suite 200 Schaumburg IL
About Northwood Wealth Management, LLC
Northwood Wealth Management, LLC is a Schaumburg-based RIA. The firm has been operating for 2 years. Managing $16.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$649.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
Erikh Laurence Paradise
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CHRISTOPHER KANE PARKS JR.
Chief Compliance Officer, Managing Member
- CRD
- #6504785
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,240,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,240,269 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing