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NORTH FINANCIAL INC
CRD 284561
4103 BRIDGEPORT WAY WEST, SUITE C, UNIVERSITY PLACE, WA, 98466, United States
Phone
253-460-3541
Fax
253-460-3641
Registration
— (—)
Source
State registered
Total AUM
$38.1M
Discretionary AUM
$38.1M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 380 | $38.0M |
| Corporations/business entities | 1 | $75K |
All web addresses on file
Official SEC filing: View on IAPD