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NORTHLINE WEALTH MANAGEMENT, LLC

EIN 26-4777817-investment banking-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
7
15 SW COLORADO AVE, STE 4 - BEND, OR 977021229541-595-3937northlinewealth.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.2M - 7 part

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Retirement#001

NORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$1.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN401k$1.2M72024
Retirement plans
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