NORTHFORK ADVISORS

NORTHFORK ADVISORS of BOZEMAN, MT is an SEC-registered investment adviser (CRD 159781). Regulatory assets under management: $107.6M.

Registration

• CRD: 159781
• Type: Registered investment adviser
• Location: 201 SOUTH WALLACE AVENUE, BOZEMAN, MT, 59715
• Phone: 406-579-0334
• Latest filing: 2026-03-26
• Regulatory AUM: $107.6M
• Discretionary AUM: $107.6M
• Clients: 2
• Accounts: 477

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search