NORTHERN FINANCIAL ADVISORS, INC.
Legal name: NORTHERN FINANCIAL ADVISORS, INC
CRD #121088 SEC #801-119217 BLOOMFIELD HILLS, MI 248-985-1632
SEC Registered
Total AUM
$619.8M
Discretionary
$613.9M
Employees
13
Clients
251
Accounts
2,147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $619.8M | $613.9M | $5.8M | 13 | 1 |
| Jan 2024 | $560.9M | $554.5M | $6.3M | 13 | 1 |
| Jan 2023 | $507.8M | $499.6M | $8.2M | 12 | 1 |
| Jan 2023 | $507.8M | $499.6M | $8.2M | 12 | 1 |
| Jan 2022 | $532M | $522.1M | $10M | 8 | 1 |
| Aug 2021 | $474.1M | $456.1M | $17.9M | 10 | 4 |
| Jan 2021 | $474.1M | $456.1M | $17.9M | 10 | 4 |
| Jul 2020 | $406.5M | $316M | $90.5M | 10 | 4 |
DateJan 2025
Total AUM$619.8M
Discretionary$613.9M
Non-Disc.$5.8M
Employees13
Clients1
DateJan 2024
Total AUM$560.9M
Discretionary$554.5M
Non-Disc.$6.3M
Employees13
Clients1
DateJan 2023
Total AUM$507.8M
Discretionary$499.6M
Non-Disc.$8.2M
Employees12
Clients1
DateJan 2023
Total AUM$507.8M
Discretionary$499.6M
Non-Disc.$8.2M
Employees12
Clients1
DateJan 2022
Total AUM$532M
Discretionary$522.1M
Non-Disc.$10M
Employees8
Clients1
DateAug 2021
Total AUM$474.1M
Discretionary$456.1M
Non-Disc.$17.9M
Employees10
Clients4
DateJan 2021
Total AUM$474.1M
Discretionary$456.1M
Non-Disc.$17.9M
Employees10
Clients4
DateJul 2020
Total AUM$406.5M
Discretionary$316M
Non-Disc.$90.5M
Employees10
Clients4