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Building 2NORTHFORT FINANCIAL, LLC

Map pin
Phone419-636-2020
NotebookSEC #801-135600
Total AUM
$118.6M
Employees
4
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
419-636-2020
Other Offices
2

ReceiptFinancials

Total AUM
$118.6M
Accounts
929
Discretionary
$118.6M
Accounts
929
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
356
AUM
$118.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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