|
⚲
|
| Keyboard |
| Northfront Financial USA Inc
✚
|
|
|---|---|
| CRD # | 301105 |
| SEC # | 801-116834 |
| CIK # | |
| AUM | 11.3 M (2026-04-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 403-571-8960 |
| Address | 330, 23 Sunpark Drive SE Calgary Alberta, Canada |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 11.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 37 | 11.3 |
| By Discretionary | ||
| Discretionary | 34 | 11.0 |
| Non-Discretionary | 3 | 0.2 |
| Total | 37 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 37 | 11.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Overseas Capital Management LLC
✚
|
13.6 M | |
|
DAC Davis Investment Counsel Inc
✚
|
12.9 M | |
|
Palos Management Inc
✚
|
12.1 M | |
|
Directional Financial Services LLC
✚
|
WA | 11.5 M |
|
Advisors Crypto Inc
✚
|
TX | 11.2 M |
|
Skyview Pinnacle Inc
✚
|
10.5 M | |
|
Premium 72 Capital LLC
✚
|
10.0 M | |
|
Harbourfront Wealth America Inc
✚
|
9.2 M | |
|
1787FP Investment Services LLC
✚
|
VA | 9.1 M |
|
Make the Memory Financial Planning LLC
✚
|
8.8 M |