Investment adviser · CRD 316152
NORTH FORK FINANCIAL, LLC
Investment adviser filing (IA)
HUTCHINSON, KS, United States · Form ADV filed Jan 14, 2022
- Regulatory AUM
- $19.7M Form ADV · Item 5.F
- Client accounts
- 218 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 142 | $19,663,000 | 100.0% |
Filing source
Form ADV 1586625 · Jan 14, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 14, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
16 W. 4TH AVE., SUITE AHUTCHINSON, KS, 67501, United States
CRD 316152
Filing source
Form ADV 1586625 · Jan 14, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.