Northfork Advisors

Overview

Northfork Advisors is a state registered investment adviser based in Bozeman, MT, registered since 2011. It reports $108M in assets under management across 477 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$108M

Discretionary

100%

Accounts

477

Average account

$226K

Employees

2

Advisory reps

2

Registered since

2011

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Sarah Fitzgerald Chief Operating Officer CRD 7463277
• Wesley James Shifrin Chief Investment Officer CRD 6714556

Advisory reps 2 of 2

• Sarah Fitzgerald Investment Adviser Rep CRD 7463277
• Wesley James Shifrin Investment Adviser Rep CRD 6714556

Location

Headquarters

201 S Wallace Ave Ste B3F
Bozeman, MT 59715

County

Gallatin

Metro area

Bozeman, MT

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: northforkadvisors.com

Every state, with registration dates

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