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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- OCTOBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Isham, Patrik, Cody | I | TREASURER | NA | Control |
| Isham, Patrik, Cody | I | TREASURER | NA | Control |
| Isham, Patrik, Cody | I | TREASURER | NA | Control |
| Isham, Patrik, Cody | I | TREASURER | NA | Control |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER | NA | |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | E | Control |
| ISHAM, CHRISTINE | I | PRESIDENT | D | Control |
| LENTZ, DAVID, WERNER | I | CHIEF COMPLIANCE OFFICER / SECRETARY | D | Control |
Registrations
Federal
IA
Jan 27, 2025 REGISTERED
Notice Filings (7)
CA FL IL MI NY PA TX
Address
74 E. LONG LAKE RD.SUITE 200
BLOOMFIELD HILLS, MI 48304
United States
Phone: 248-985-1632