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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
About North Fork Financial, LLC
North Fork Financial, LLC is an independent, fee-only RIA providing fiduciary financial planning and discretionary portfolio management for individuals, families, and business owners. Their planning-led approach emphasizes research and client education, with no commission-based products. Client assets are custodied at Charles Schwab, and portfolios commonly use public funds and ETFs alongside U.S. government/agency bonds and cash.
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Owner & Executives
SHAWN MICHAEL WYATT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5231185
- Ownership
- 75% or more
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Seth Surface
Financial Advisor
- CRD
- #7252492
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,788,180 | $90,197 |
| Non-Discretionary | $0 | -- |
| Total | $27,788,180 | $90,197 |
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Separately Managed Accounts
Total SMA Asset: $27,788,180
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,768,882,107 | 34.4% |
| Equity - Exchange | $1,275,240,588 | 24.8% |
| U.S. Government/Agency | $781,599,070 | 15.2% |
| Cash | $1,316,377,382 | 25.6% |
| Total | $5,142,099,147 | 100.0% |