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L•••• I••••••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

L•••• I••••••••• M•••••••••

GREAT NORTHERN ASSET MANAGEMENT, INC., CRD 166788

WINTER PARK, FL

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Search this name across graphsid dfx:ria:6a7172f7-c27a-c032-cceb-8592768d04c5

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 1
Observed: Jan 30, 2013 to Mar 25, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

L•••• I••••••••• M•••••••••

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $73.1MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $73.1M
Private client RAUM: $55.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• D•••• Z••••••••	Chartered Financial Analyst	WINTER PARK, FL	6	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••• A••••••••• C••••	Owner	E	yes	12/2012	Jan 30, 2013	Mar 15, 2024
R•••• A••••••••	Shareholder	C	yes	10/2019	Sep 24, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
L•••• W••••• M••••••••• L••	n/a	Independent wealth	$109M	N	yes	n/a
L•••• T•••••• G••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$73.1M	$64.2M	13.8%	$70.6M	1.1%	5	5	1	1

Relationships

Affiliated with (3)

← L•••• W••••• M•••••••••Registered adviserother investment adviser, common control
factForm ADV
→ L•••• W••••• M•••••••••Registered adviserother investment adviser, common control
factForm ADV
← ZPR INVESTMENT MANAGEMENT INCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (1)

← M••• D•••• Z••••••••

Dated events

Occurred
Sep 24, 2019
Control person joined
Alexander Read (Shareholder) appeared on Schedule A of L•••• I••••••••• M•••••••••
Form ADVobserved 7 days ago
Occurred
Jan 30, 2013
Succession filed (Item 4)
Great Northern Asset Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Jan 30, 2013
First Form ADV filing
Great Northern Asset Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a7172f7-c27a-c032-cceb-8592768d04c5
First observed: Jan 30, 2013
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.