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AM

Alana Mag

NORTHSIDE CAPITAL MANAGEMENT
San Mateo, CA 94402
Some features on this profile are disabled
CRD#: 4983991
AM

Professional summary

Alana Mag, who also goes by Alana J Siegel, Alana Joy Siegel, Alana Siegel, is a registered financial advisor currently at NORTHSIDE CAPITAL MANAGEMENT LLC located in San Mateo, California.

Alana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alana has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alana J Siegel | Alana Joy Siegel | Alana Siegel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alana Mag's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 1, 2026 - Present

NORTHSIDE CAPITAL MANAGEMENT LLC

Office #1: 400 South El Camino Real, Suite 775, San Mateo, CA 94402
RIA
CRD#: 107784
San Mateo, CA
Past

December 12, 2011 - July 9, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NORTHSIDE CAPITAL MANAGEMENT LLC
LVS CAPITAL MANAGEMENT LLC | NORTHSIDE CAPITAL MANAGEMENT LLC

CRD#: 107784 / SEC#: 801-56071

RIA
Registered Investment Advisory firm - (12/7/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/1/2026)

Exams

General Industry/Product Exam
RR
Series 7
Date: 12/11/2011
General Securities Representative Examination

Current Firm

NC
NORTHSIDE CAPITAL MANAGEMENT LLC
LVS CAPITAL MANAGEMENT LLC | NORTHSIDE CAPITAL MANAGEMENT LLC

CRD#: 107784 / SEC#: 801-56071

RIA
Registered Investment Advisory firm - (12/7/1998 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
116 3rd Street, Suite 313, Hood River, OR 97031
Mailing Address
Phone number
(541) 387-2080
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03 NORTHSIDE FIRM BROCHURE AND SUPPLEMENT (4/30/2025)

Regulatory assets under management

Total Number of Accounts516
AUM (Assets Under Management)$ 5,824,740,140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTHSIDE CAPITAL MANAGEMENT LLC

CRD#: 107784San Mateo, CA 94402

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