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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2011
- Office Locations
- 1
Office Locations
About Northfork Advisors
NorthFork Advisors is an independent, fiduciary wealth advisory firm founded in 2011 in Bozeman, Montana, serving individuals and families nationwide. The team pairs integrated financial planning with dedicated investment management to simplify and optimize clients’ financial lives across career, retirement, and legacy goals. Their investment approach centers on impact investing focused on ESG issues, and the firm is a registered B-Corp.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Sarah Fitzgerald
Advisor, PARTNER
- CRD
- #7463277
- Ownership
- 50% but less than 75%
Wesley James Shifrin
Chief Investment Officer, PARTNER
- CRD
- #6714556
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,594,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,594,417 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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