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| Northern Financial Advisors Inc
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|
|
|---|---|
| CRD # | 121088 |
| SEC # | 801-119217 |
| CIK # | 0001962457 |
| AUM | $560.9 MM (2024-01-19) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 248-985-1632 |
| Address | 74 E Long Lake Rd Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.2 | |
| NVR | 12,998.5 | 4.1 | |
| MSFT | 1,918,222.4 | 4.0 | |
| WMT | 335,434.5 | 3.2 | |
| NFLX | 79,791.6 | 3.1 | |
| MRK | 232,371.9 | 2.7 | |
| AVGO | 201,282.9 | 2.7 | |
| XOM | 385,508.3 | 2.6 | |
| LLY | 301,789.7 | 2.5 | |
| NVDA | 399,550.0 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 76.4 |
| (b) Individuals (high net worth individuals) | 114 | 484.5 |
| (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 | 2,131 | 560.9 |
| By Discretionary | ||
| Discretionary | 2,102 | 554.5 |
| Non-Discretionary | 29 | 6.3 |
| Total | 2,131 | 560.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 559.8 | |
| Total | 2,131 | 560.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001962457] |
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|---|---|---|
|
DMKC Advisory Services LLC
✚
|
IA | 0.6 |
|
Heron Bay Capital Management LLC
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|
MI | 0.6 |
|
Summit Investment Advisory Services LLC
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MN | 0.6 |
|
Siharum Advisors LLC
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MA | 0.6 |
|
Trust Advisory Group Ltd
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MA | 0.6 |
|
Wealthcare Investment Partners LLC
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RI | 0.6 |
|
Capital Advisers Inc
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|
NC | 0.6 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.6 |
|
Ackerman Asset Management LLC
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|
MD | 0.6 |
|
Madison Wealth Partners Inc
✚
|
WI | 0.6 |