North Financial Advisors

North Financial Advisors (CRD# 281795) is a financial advisory firm headquartered in , . They manage $27,381,965 in 104 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.northfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $263,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, VA

Financial Advisors at North Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Cady North, financial advisor San Diego CA
Cady A. North
CRD#: 6573064
San Diego, CA

Cady North (CRD# 6573064) is an Investment Advisor Representative working at North Financial Advisors in San Diego, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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