← Tributary

GREAT NORTHERN ASSET MANAGEMENT, LLC

VANCOUVER, WA · CRD 139457 · IAPD ↗ · 360-567-3300

$222.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — GREAT NORTHERN ASSET MANAGEMENT, LLC (VANCOUVER, WA) left the SEC roster (was $222.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — GREAT NORTHERN ASSET MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — GREAT NORTHERN ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.