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
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at North Forty Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Roberts, financial advisor Glen Ellyn IL
Jeffrey C. Roberts
CRD#: 4331461
Glen Ellyn, IL

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.

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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