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NORTHERN FINANCIAL ADVISORS, INC
NORTHERN FINANCIAL ADVISORS, INC.
CRD 121088 · SEC 801-119217
74 E. LONG LAKE RD., SUITE 200, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-985-1632
Fax
248-737-7094
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$684.0M
Discretionary AUM
$683.9M
Team
12 total employees; 9 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Fixed fees
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREP
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $61.1M |
| High net worth individuals | 188 | $622.9M |
States served
CA, IL, MI, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD