| Name | Title | Ownership | Since |
|---|---|---|---|
| Bpcb Wealth Planning, Inc. Control | Member | 25-50% | 2021 |
| Bryce P Carey Control | Chief Compliance Officer | Under 5% | 2022 |
| Garsin Wealth Management, Inc. Control | Member | 25-50% | 2021 |
Northlanding Financial Partners, LLC reports $129.3 million in regulatory assets under management on its Form ADV.
Northlanding Financial Partners, LLC reports 2 employees.
Northlanding Financial Partners, LLC is based in Rochester, NY and has been SEC-registered since 2013.
Northlanding Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 90 Linden Oaks, Suite 220, Rochester, NY 14625 |
| Phone | (585) 497-5000 |
| Office hours | 8:30 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1655982 |
| Discloses disciplinary history | No |
| Discretionary | $129.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $129.3M |