North Financial Inc
Firm details
- Headquarters
- University Place, Washington
- CRD number
- 284561
- Website
- www.northfinancialinc.com
- 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, individual-owned registered investment adviser that provides portfolio management primarily for individuals, families and small businesses, while also serving some institutional clients. The firm charges fees based on a percentage of assets under management and lists accounting among its business activities, indicating a blend of investment management and financial/accounting services. North Financial does not position itself as an ESG-focused manager, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
John Dubinsky
PresidentCRD 2369108
Gina Dubinsky
SecretaryCRD 6679771
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
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