Falists
← Back to search

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

CRD 163327 · SEC 801-77836

Visit website

2700 S SOUTHEAST BOULEVARD, SUITE 205, SPOKANE, WA, 99223, United States

Phone

509-456-2526

Fax

509-456-2550

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$304.2M

Discretionary AUM

$304.2M

Team

11 total employees; 8 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPension consultingPublication of periodicalsEducational seminarsEDUCATIONAL WEBINARS

Client types

TypeClientsAUM
Pension/profit sharing plans21$304.2M

States served

ID, WA

All web addresses on file

Official SEC filing: View on IAPD