NORTH FINANCIAL INC

NORTH FINANCIAL INC of UNIVERSITY PLACE, WA is an SEC-registered investment adviser (CRD 284561). Regulatory assets under management: $38.1M.

Registration

• CRD: 284561
• Type: Registered investment adviser
• Location: 4103 BRIDGEPORT WAY WEST, UNIVERSITY PLACE, WA, 98466
• Phone: 253-460-3541
• Latest filing: 2026-01-22
• Regulatory AUM: $38.1M
• Discretionary AUM: $38.1M
• Clients: 5
• Accounts: 381

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 284561 on SEC IAPD (source of record)
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