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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas insightQuantum element
- Established Date
- 05-10-2007
- Office Locations
- 2
Office Locations
About Northfort Financial, LLC
NorthFort Financial, LLC (founded 2007; formerly Briskey Financial Services) is an independent, fee-only fiduciary firm providing financial planning and ongoing investment management through flat annual retainer fees. The team also delivers tax prep/analysis/strategy and builds diversified, income-focused portfolios targeting steady dividends and interest. Client assets are custodied at Schwab; McDonald Capital Management is merging into the firm.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK JOHN BRISKEY
Chief Compliance Officer, Owner
- CRD
- #2869408
- Ownership
- 75% or more
Kyler Scott Baird
--
- CRD
- #7926008
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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KEITH ALAN MCDONALD
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1314687
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,622,569 | $127,688 |
| Non-Discretionary | $0 | -- |
| Total | $118,622,569 | $127,688 |
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Separately Managed Accounts
Total SMA Asset: $118,622,569
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $148,654,704 | 18.4% |
| Public Funds | $361,133,982 | 44.7% |
| Cash | $298,117,314 | 36.9% |
| Total | $807,906,000 | 100.0% |