Wealth Manager
    Manages Private Funds

    Northfork Advisors

    Registered investment advisor · Bozeman, Montana · CRD #159781

    Assets Under Management
    $108M
    Client Accounts
    477
    Employees
    2
    CRD Number
    159781
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Northfork Advisors

    Northfork Advisors is a registered investment advisory firm headquartered in Bozeman, Montana, managing approximately $108M in regulatory assets across 477 client accounts. The firm's full regulatory record is filed with the SEC under CRD #159781.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Northfork Advisors's AUM?

    Northfork Advisors reports approximately $108M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Northfork Advisors headquartered?

    Northfork Advisors is headquartered in Bozeman, Montana.

    What is Northfork Advisors's CRD number?

    Northfork Advisors's CRD number is 159781. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Northfork Advisors manage?

    Northfork Advisors manages approximately 477 client accounts according to its latest SEC filing.

    Is Northfork Advisors SEC registered?

    Northfork Advisors is registered as a STATE investment adviser.

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