Northern Financial Advisors, Inc.
● SEC registered since 2020CRD 121088SEC# 801-119217Bloomfield Hills, MI
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.
Northern Financial Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Isham Control | President | Over 75% | 2002 |
| David Werner Lentz | Chief Compliance Officer | Under 5% | 2002 |
| Patrik Cody Isham Control | Treasurer | Under 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
| Address | 74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI 48304 |
| Phone | 248-985-1632 |
| Fax | 248-737-7094 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1962457 |
| Discloses disciplinary history | No |
Regulatory AUM
$684M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$684Mregulatory AUM
Discretionary $683.9MNon-discretionary $97K