Northfork Financial LLC

Northfork Financial LLC (CRD# 159781) is a financial advisory firm headquartered in Bozeman, MT. They manage $42,000,000 in 360 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Northfork Financial LLC
Showing 1 - 2 of 2 top financial advisors.
William M. Stoddart
CRD#: 5222051
201 S Wallace Ave, Suite B3f, Bozeman, MT 59715

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.

Camy B. Toth
CRD#: 4189792
201 S. Wallace Ave., Suite B3f, Bozeman, MT 59715

Camy Toth (CRD# 4189792) is an Investment Advisor Representative working at Northfork Financial LLC in Bozeman, MT and has over 15 years of experience in the finance industry. Camy Toth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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