Northern Financial Advisors, Inc
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 121088
- Registered since
- July 31, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI91.06%
- Individuals8.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Northern Financial Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm focuses on serving individual and family clients through fee-based engagement (fixed fees) and describes itself as a capital allocator. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Northern Financial Advisors does not identify as an active ESG investor, and it is not positioned as a multi‑state adviser or pension consultant.
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
- Public Funds/Mutual Funds35%
- US Government Bonds31%
- Exchange Traded Equities22%
- Cash & Cash Equivalents12%
Owners & executives
2 of 2
Sabrina Isham
Client CoordinatorCRD 8089851
David Lentz
Chief Compliance OfficerCRD 4394418
Contacts
3 of 5
Andrew McLane
Senior Financial AdvisorCRD 6602171
Christine Isham
President & OwnerCRD 4394420
Dominik Isham
Financial AdvisorCRD 7659595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$23.5M in ETFs
99%
$23.2M
1%
$330K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.9M | 17,225 | 54.63% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 74 E Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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