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).

Current Firm Details
201 South Wallace Avenue, Suite B3f, Bozeman, MT 59715
https://www.linkedin.com/in/sarah-fitzgerald-a97b535
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $166,840
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.

MT, WY

Financial Advisors at Northfork Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Wesley Shifrin, financial advisor Bozeman MT
Wesley J. Shifrin
CRD#: 6714556
201 S. Wallace Ave., Suite B3f, Bozeman, MT 59715

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.

2
William Stoddart, financial advisor Bozeman MT
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.

3
Sarah Fitzgerald, financial advisor Bozeman MT
Sarah Fitzgerald
CRD#: 7463277
201 S. Wallace Ave., Suite B3f, Bozeman, MT 59715

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.

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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