Northern Financial Advisors, Inc
Northern Financial Advisors, Inc is an SEC-registered wealth manager in Bloomfield Hills, MI with $684.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Northern Financial Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121088, SEC 801-119217, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $684.0M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Bloomfield Hills, MI
- Employees
- 12
- Clients
- 324
- CRD
- 121088
- Ownership
- LENTZ, DAVID, WERNER; ISHAM, CHRISTINE; Isham, Patrik, Cody
How much AUM does Northern Financial Advisors, Inc have?
Northern Financial Advisors, Inc reported $684.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Northern Financial Advisors, Inc?
Disclosed owners and executives of Northern Financial Advisors, Inc include LENTZ, DAVID, WERNER, ISHAM, CHRISTINE, Isham, Patrik, Cody. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.