Northfork Financial LLC
Northfork Financial LLC (CRD# 159781) is a financial advisory firm headquartered in Bozeman, MT. They manage $87,757,770 in 526 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management88MILLION
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Total Number of Accounts526ACCOUNTS
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Average Account Value$166,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MT, WY
Wesley Shifrin (CRD# 6714556) is an Investment Advisor Representative working at Northfork Financial LLC in Bozeman, MT and has over 7 years of experience in the finance industry.
William Stoddart (CRD# 5222051) is an Investment Advisor Representative working at NorthFork Financial LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
NorthFork Financial is a state-registered investment fiduciary that provides comprehensive planning and investment management services for clients who want their interests to come first and who believe their financial choices should reflect their personal commitment to vibrant communities and thriving ecosystems.
Sarah Fitzgerald (CRD# 7463277) is an Investment Advisor Representative working at Northfork Financial LLC in Bozeman, MT and has over 2 years of experience in the finance industry.