# North Financial Inc

North Financial Inc is a RIA based in University Place.

## Overview

- **Organization type:** RIA
- **Headquarters:** University Place
- **Assets under management:** Undisclosed
- **Website:** northfinancialinc.com

## Regulatory record

- **CRD number:** 284561
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284561

## About

North Financial Inc. is a Registered Investment Adviser firm based in University Place, WA. The firm offers a full suite of business and personal financial services, including tax preparation and planning, business accounting, and holistic investment and retirement planning. It specializes in holistic financial planning covering retirement, tax, investment, insurance, and estate planning, and provides personalized fiduciary advice.

## People

- John Dubinsky — Investments — Accounting & Tax Preparation
- Tami McKerrow — MA — Accounting
- Josh Dubinsky — Accounting & Tax Preparation
- Jared Dubinsky — Investment Services
- Jenn — Receptionist

## Questions

### Does North Financial Inc participate in fund commitments or only direct deals?

There is no public record of fund commitments, direct investments, co-investments, or any capital deployment by this firm. Its investment approach remains entirely opaque. Data vendors and public databases have not captured any deal activity.

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- [HOSEN CAPITAL (CAYMAN), LTD.](https://altss.com/profile/hosen-capital-cayman-ltd)

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Last updated: 2026-08-11T15:07:34.613Z

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