Northern Financial Advisors, Inc
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 121088
- Registered since
- July 31, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI91.06%
- Individuals8.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Northern Financial Advisors, Inc. is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm is SEC-registered (registration year 2020) and operates as a capital allocator using a fixed-fee billing model. Its primary advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when clients require manager or product referrals. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- US Government Bonds31%
- Exchange Traded Equities22%
- Cash & Cash Equivalents12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$23.5M in ETFs
99%
$23.2M
1%
$329K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.4M | 16,303 | 52.86% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 74 E Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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