RIA Intel›Advisers›Montana›NORTHFORK FINANCIAL LLC

NORTHFORK FINANCIAL LLC

Advisory

BOZEMAN, MT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MT

#26

of 36 advisers by AUM

Average account

$226K

across 477 accounts

AUM per adviser

$54M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$108M

Discretionary AUM$108M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients152

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

152 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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