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Building 2NORTHERN FINANCIAL ADVISORS, INC

Map pinBLOOMFIELD HILLS, MI
Phone248-985-1632
NotebookSEC #801-119217
Total AUM
$684M
Employees
12
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74 E. LONG LAKE RD.
SUITE 200
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
248-985-1632

ReceiptFinancials

Total AUM
$684M
Accounts
1,957
Discretionary
$683.9M
Accounts
1,939
Non-Discretionary
$97.3K
Accounts
18

ContactClients

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Individual Clients
136
AUM
$61.1M
HNW Individual Clients
188
AUM
$622.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREP
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINCNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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