John
Phillips

Northside Capital Management LLC

CRD#4266892
Investment Advisor
in Hood River, OR

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About this Advisor

John Phillips is a certified financial planner operating in Hood River, Oregon, who has been in the financial industry for 21 years. Phillips currently works for Northside Capital Management LLC. They have spent all of their employment at Northside Capital Management Llc. Phillips maintains a Series 63 license, which qualifies them as a securities agent, and can advise clients in Oregon. Northside Capital Management LLC is an advisory firm based out of Hood River, Oregon. The firm has offices in two locations and a total of 12 advisors. It has $6 billion in total assets across its 483 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 483 client accounts, 100% are held by high-net-worth investors who have more than $1 million in assets available to invest. Northside Capital Management LLC provides a few services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Northside Capital Management LLC can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

116 3Rd Street, Suite 313
Hood River, OR 97031

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Northside Capital Management LLC Brokerage Details

Total Assets Under Management

$5,634,100,041

OR Average: $1,120,203,312
Total Number of Employees

12

OR Average: 50
Total Number of Accounts

483

OR Average: 1,309
Average Account Size

$11,664,803

OR Average: $855,770

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Phillips Work History

John has 21 years of experience.

2001 - Present (21 years)

Lvs Capital Management

Disclosures

John Phillips has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northside Capital Management LLC

John Phillips
Hood River, OR
Patricia Gooch
Hood River, OR

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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