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NORTHERN FINANCIAL ADVISORS, INC

74 E. Long Lake Rd.
Suite 200
Bloomfield Hills, Michigan 48304
Tel: 248-985-1632

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About NORTHERN FINANCIAL ADVISORS, INC

NORTHERN FINANCIAL ADVISORS, INC, formally registered with the SEC as NORTHERN FINANCIAL ADVISORS, INC. The firm was established in 07/31/2020. They have over 1 offices throughout the country.

NORTHERN FINANCIAL ADVISORS, INC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $619,773,830 assets under management, offering retirement planning & investment advisory services to 2147 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121088
SEC#801-119217
Assets Managed by Firm$619,773,830
No. of Clients2147
No. of Advisors13

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (TAX PREP)

Firm Client Information

No. of ClientsAUM
Firm Total2147$619,773,830
Individuals (other than high net worth individuals)200$75,675,269
High net worth individuals123$544,098,561

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