Overview
Assets Under Management: $620 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 123
Average Client Assets: $4 million
Frequently Asked Questions
NORTHERN FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121088), NORTHERN FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
NORTHERN FINANCIAL ADVISORS, INC. is headquartered in BLOOMFIELD HILLS, MI.
NORTHERN FINANCIAL ADVISORS, INC. serves 123 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, NORTHERN FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NORTHERN FINANCIAL ADVISORS, INC. manages $620 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, NORTHERN FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.79
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,147
Discretionary Accounts: 2,122
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 121088
Last Filing Date: 2025-01-27 00:00:00
Website: https://nfa1040.com