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Northern Financial Advisors, Inc.

● SEC registered since 2020CRD 121088SEC# 801-119217Bloomfield Hills, MI
Export (members)
Reg. AUM
$684M
Employees
12
Accounts
1,957
Location
Bloomfield Hills, MI

Northern Financial Advisors, Inc. assets under management

Northern Financial Advisors, Inc. is an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2020. It reports $684 million in regulatory assets under management and employs 12 people.
www.northernfinancialadvisors.comView on SEC.gov ↗

Northern Financial Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christine Isham ControlPresidentOver 75%2002
David Werner LentzChief Compliance OfficerUnder 5%2002
Patrik Cody Isham ControlTreasurerUnder 5%2023

Frequently asked questions

How much does Northern Financial Advisors, Inc. manage?

Northern Financial Advisors, Inc. reports $684 million in regulatory assets under management on its Form ADV.

How many employees does Northern Financial Advisors, Inc. have?

Northern Financial Advisors, Inc. reports 12 employees.

Where is Northern Financial Advisors, Inc. located?

Northern Financial Advisors, Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2020.

Does Northern Financial Advisors, Inc. disclose fund performance?

Northern Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI 48304
Phone248-985-1632
Fax248-737-7094
Office hours8:30 a.m. To 5:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1962457
Discloses disciplinary historyNo

Assets under management

Discretionary$683.9M
Non-discretionary$97K
Total (RAUM)$684M