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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2015
- Office Locations
- 1
Office Locations
About North Financial Advisors
North Financial Advisors is a boutique, fee-only fiduciary financial planning firm led by CFP® Cady North, focused on women and entrepreneurs. The firm helps clients get organized, set goals around major life changes, and build values-aligned investment plans, with support across insurance, estate, and tax planning plus salary negotiation. A distinctive niche is sabbatical planning, backed by North’s guidebook The Art of the Sabbatical. Based in Washington, DC and San Diego.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Cady Anne North
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6573064
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,725,091 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,725,091 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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