| Name | Title | Ownership | Since |
|---|---|---|---|
| James Karl Wilson Control | Managing Partner/President/Cfo | Over 75% | 2012 |
| Jennifer Lynn Isotalo Control | Chief Operations Officer | Under 5% | 2020 |
| Laurie Jo Silva Control | Chief Compliance Officer | Under 5% | 2025 |
Northern Capital Retirement Services, Inc. reports $263.2 million in regulatory assets under management on its Form ADV.
Northern Capital Retirement Services, Inc. reports 11 employees.
Northern Capital Retirement Services, Inc. is based in Spokane, WA and has been SEC-registered since 2013.
Northern Capital Retirement Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2700 S Southeast Boulevard, Suite 205, Spokane, WA 99223 |
| Phone | 509-456-2526 |
| Fax | 509-456-2550 |
| Office hours | 8 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $263.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $263.2M |