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NORTH FORK FINANCIAL, LLC
NorthFork Advisors is an independent fiduciary wealth management firm in Bozeman, Montana serving clients across the country. They provide integrated financial...
NORTH FORK FINANCIAL, LLC
NorthFork Advisors is an independent fiduciary wealth management firm in Bozeman, Montana serving clients across the country. They provide integrated financial planning and investment management with a focus on impact and ESG investing. They are a registered B-Corp and fee-only advisors legally obligated to act in clients' best interests.
General information
Firm type
RIA
Year founded
2011
Location
Country
United States
City
Bozeman
Principals
Sarah Fitzgerald
CFP® — Partner and Advisor
Wes Shifrin
CFA — Partner and Advisor
Bill Stoddart — Founder (no longer active; internal resource and thought partner)
Frequently asked questions
What is NORTH FORK FINANCIAL, LLC?
NORTH FORK FINANCIAL, LLC is a ria headquartered in Bozeman, United States.
When was NORTH FORK FINANCIAL, LLC founded?
NORTH FORK FINANCIAL, LLC was founded in 2011.
Where is NORTH FORK FINANCIAL, LLC headquartered?
NORTH FORK FINANCIAL, LLC is headquartered in Bozeman, United States.
What does Altss track for NORTH FORK FINANCIAL, LLC?
Altss maintains an OSINT-verified profile of NORTH FORK FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is NORTH FORK FINANCIAL, LLC's website?
NORTH FORK FINANCIAL, LLC's public website is northforkfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is NORTH FORK FINANCIAL, LLC?
NORTH FORK FINANCIAL, LLC is classified by Altss as a RIA, operating from United States.
How does Altss source intelligence on NORTH FORK FINANCIAL, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was NORTH FORK FINANCIAL, LLC's Altss profile last updated?
NORTH FORK FINANCIAL, LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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