North Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,000,000
Clients
380
Advisors
1
of 5 employees
About
North Financial Inc serves individual clients and businesses by providing discretionary asset management and ongoing portfolio management, with financial planning offered as a complimentary service to its advisory clients. The firm operates on a fee-based, percentage-of-assets model and typically requires a $25,000 account minimum, which it may waive.
The firm documents client objectives and risk tolerance in investment policy statements and uses fundamental and technical analysis to construct strategies, offering three model portfolios (Income, Balanced, Growth) and exercising discretionary trading authority. Accounts are reviewed at least quarterly, custodial services are provided through major broker-dealers (the firm participates in institutional programs), and the firm does not act as custodian.
A distinctive aspect is that the advisory business is combined with tax and accounting services: a firm principal spends approximately 20% of their time providing tax and accounting work and may offer those services to clients, a relationship disclosed in the brochure as a potential conflict and mitigated by client choice and the adviser’s fiduciary duties. The firm also notes it does not sell annuities or insurance, does not receive external compensation for securities sales, does not vote client proxies, and does not charge separate fees for financial planning, practices that contrast with many peers.
Client services
Expertise
Fee options
$0+: 0.35% annually for Income Portfolio $0+: 1.15% annually for Balanced Portfolio $0+: 2.00% annually for Growth Portfolio
Account minimum: $25,000, with the right to waive
Main office
4103 Bridgeport Way West, Suite C
University Place WA 98466
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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