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NORTHERN FINANCIAL ADVISORS, INC
74 E. Long Lake Rd.
Suite 200
Bloomfield Hills, Michigan 48304
Tel: 248-985-1632
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 Status | Approved |
|---|---|
| Firm CRD# | 121088 |
| SEC# | 801-119217 |
| Assets Managed by Firm | $619,773,830 |
| No. of Clients | 2147 |
| No. of Advisors | 13 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2147 | $619,773,830 |
| Individuals (other than high net worth individuals) | 200 | $75,675,269 |
| High net worth individuals | 123 | $544,098,561 |
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