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| Northern Financial Advisors Inc
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| CRD # | 121088 |
| SEC # | 801-119217 |
| CIK # | 0001962457 |
| AUM | 684.0 M (2026-01-29) |
| Employees | 12 (75% 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) | |
|---|---|---|---|
| Wal Mart Stores Inc | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Apple Inc | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| Nvidia Corp | 4.2 | ||
| Netflix Inc | 4.0 | ||
| Caterpillar Inc | 3.7 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Goldman Sachs Group Inc | 3.1 | ||
| American Express Co | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 61.1 |
| (b) Individuals (high net worth individuals) | 188 | 622.9 |
| (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 | 1,957 | 684.0 |
| By Discretionary | ||
| Discretionary | 1,939 | 683.9 |
| Non-Discretionary | 18 | 0.1 |
| Total | 1,957 | 684.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 682.5 | |
| Total | 1,957 | 684.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962457] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 3 (2 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
Wealth Management Advisors LLC
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SC | 686.1 M |
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Thayer Partners LLC
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Sandy Cove Advisors LLC
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Providence Wealth Advisors LLC
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Vantage Wealth
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|
Marietta Investment Partners LLC
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WI | 683.7 M |
|
High Note Wealth LLC
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|
MN | 683.5 M |
|
Argent Retirement Plan Advisors LLC
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|
LA | 683.1 M |
|
Phocas Financial Corporation
✚
|
CA | 682.7 M |