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NORTHFORK ADVISORS
NORTHFORK FINANCIAL LLC
CRD 159781
201 SOUTH WALLACE AVENUE, SUITE B3F, BOZEMAN, MT, 59715, United States
Phone
406-579-0334
Fax
800-993-9501
Registration
— (—)
Source
State registered
Total AUM
$107.6M
Discretionary AUM
$107.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $39.3M |
| High net worth individuals | 23 | $62.6M |
All web addresses on file
Official SEC filing: View on IAPD