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, SEC-registered advisory corporation that began registration in 2020 and is owned by an individual. The firm focuses on advising individuals and families and operates as a capital allocator. Its fee model is fixed fees rather than asset-based or commission-driven pricing. The firm’s core advisory services are financial planning, portfolio management for individuals and small businesses, and manager selection — i.e., identifying and allocating to third-party advisers or funds. Northern Financial Advisors does not describe itself as an active ESG investor and is not listed as a multi-state adviser.
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
1 of 1
Sabrina Isham
Client CoordinatorCRD 8089851
Contacts
3 of 5
Christine Isham
President & OwnerCRD 4394420
Andrew McLane
Senior Financial AdvisorCRD 6602171
Dominic Arnold
Advisor AssistantCRD 7312710
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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