North Financial Inc
Firm details
- Headquarters
- University Place, Washington
- CRD number
- 284561
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.8%
- Corporations / Businesses0.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
North Financial Inc. is an independent RIA organized as a corporation and owned privately. The firm serves both individual and family clients as well as institutional accounts, and charges fees as a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses, and the firm's background includes accounting services. North Financial Inc. does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Gina Dubinsky
SecretaryCRD 6679771
John Dubinsky
PresidentCRD 2369108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
University Place, WA
Pierce
Location
University Place, WA
Headquartered in University Place, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 4103 Bridgeport Way W
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Pioneer Square Advisors, LLC
RIAGig Harbor, WA
Alegria Asset Management
RIAYakima, WA
Stock Pro
RIABellingham, WA
P3 Asset Management
RIAGig Harbor, WA
B3 Wealth Strategies
RIABellevue, WA
Sitka Pacific Capital Management, LLC
RIASeattle, WA