Asset ManagerRIA · CRD 163327SEC-Registered

Updated:

Northern Capital Retirement Services

NORTHERN CAPITAL RETIREMENT SERVICES, INC. is an SEC-registered investment adviser in SPOKANE, WA, registered since 2013. The firm manages approximately $304...

Northern Capital Retirement Services

NORTHERN CAPITAL RETIREMENT SERVICES, INC. is an SEC-registered investment adviser in SPOKANE, WA, registered since 2013. The firm manages approximately $304 million in assets. It has 11 employees and 8 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Retirement Services

Frequently asked questions

What services does Northern Capital Retirement Services offer?

Northern Capital Retirement Services provides retirement plan administration, including recordkeeping, compliance testing, participant communications, and fiduciary services for employer-sponsored plans such as 401(k) accounts. The firm acts as a third-party administrator rather than a direct investment manager.

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