CRD: 121088
Northern Financial Advisors, INC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 27, 2025 and January 29, 2026, reported AUM increased 10.4%, from $619.8M to $684.0M.
Across 5 reported observations, AUM increased 28.6% between January 28, 2022 and January 29, 2026, from $532.0M to $684.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 327 clients, or 36.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Northern Financial Advisors, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Northern Financial Advisors, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.