North Forty Investment Advisors LLC
North Forty Investment Advisors LLC (CRD# 306107) is a financial advisory firm headquartered in , . They manage $21,954,472 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
North Forty Investment Advisors LLC
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$784,088
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL
Financial Advisors at North Forty Investment Advisors LLC
1
Jeffrey Roberts (CRD# 4331461) is an Investment Advisor Representative working at North Forty Investment Advisors LLC in Glen Ellyn, IL and has over 24 years of experience in the finance industry.
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