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NORTHCREST ASSET MANAGEMENT

PLYMOUTH, MN · CRD 300366 · IAPD ↗ · 763-417-1700

$4.33BRegulatory AUM
6Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
28States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — NORTHCREST ASSET MANAGEMENT reported RAUM up 50% ($2.88B -> $4.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
May 2024 — NORTHCREST ASSET MANAGEMENT grew from 0 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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