CRD: 284561
North Financial INC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
About North Financial INC
North Financial Inc. delivers integrated personal and business financial services, combining tax preparation and planning with accounting support (bookkeeping, payroll, reconciliations) and holistic investment and retirement planning. The firm emphasizes client education and works with individuals and business owners seeking coordinated planning across their household and business. Public filings indicate its advisory portfolios are ETF-focused and custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gina Rae Dubinsky
President, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN DAVID DUBINSKY
Chief Compliance Officer, President
- CRD
- #2369108
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,075,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,075,000 | -- |
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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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