CRD: 121088
Northern Financial Advisors, INC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2006
- Office Locations
- 2
Office Locations
About Northern Financial Advisors, INC
Northern Financial Advisors, Inc. is a fee-only, registered investment adviser based in Bloomfield Hills, Michigan, providing integrated advice that combines financial planning and portfolio management. The firm supports individuals and entrepreneurs with investment planning, asset allocation, and risk management, and may incorporate mutual funds, ETFs, and fixed income exposures. Notably, it offers a secure, password-protected client portal and has been recognized as a Five Star Professional.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
CHRISTINE ISHAM
Financial Advisor, General Partner, President
- CRD
- #4394420
- Ownership
- 75% or more
Patrik Cody Isham
Financial Advisor, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Dominic Robert Arnold
Financial Advisor, General Partner
- CRD
- #7312710
Dominik Isham
Financial Advisor
- CRD
- #7659595
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $683,921,478 | $352,719 |
| Non-Discretionary | $97,305 | $5,406 |
| Total | $684,018,783 | $349,524 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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