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| Happy Holidays!! thanks for using AUM13F!! |
| Northern Financial Advisors Inc
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| CRD # | 121088 |
| SEC # | 801-119217 |
| CIK # | 0001962457 |
| AUM | $619.8 M (2025-01-27) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 248-985-1632 |
| Address | 74 E Long Lake Rd Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 5.7 | ||
| Broadcom Inc | 4.4 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Microsoft Corp | 4.0 | ||
| Apple Inc | 3.8 | ||
| Nvidia Corp | 3.5 | ||
| NVR Inc | 3.3 | ||
| J P Morgan Chase & Co | 3.2 | ||
| American Express Co | 2.8 | ||
| Oracle Corp | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 75.7 |
| (b) Individuals (high net worth individuals) | 123 | 544.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,147 | 619.8 |
| By Discretionary | ||
| Discretionary | 2,122 | 613.9 |
| Non-Discretionary | 25 | 5.8 |
| Total | 2,147 | 619.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 618.7 | |
| Total | 2,147 | 619.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962457] |
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|---|---|---|
|
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NE | 0.6 |
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ASIO Capital LLC
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KY | 0.6 |
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MTM Investment Management LLC
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SC | 0.6 |
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Holderness Investments Co
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NC | 0.6 |
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TN | 0.6 |
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Ridgecrest Wealth Partners LLC
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CA | 0.6 |
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Zenith AM
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|
0.6 | |
|
Riverview Capital Advisers LLC
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|
MA | 0.6 |
|
Kesler Norman & Wride LLC
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|
UT | 0.6 |
|
Independent Family Office LLC
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|
NY | 0.6 |