CALGARY, ALBERTACRD 301105Latest ADV April 28, 2026
Northfront Financial USA Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Calgary, Alberta. Its latest Form ADV filing, dated April 28, 2026, reports $11M in regulatory assets under management, 5 employees, and 37 accounts.
Assets Under Management
$11M
Employees
5
Offices
--
Total Clients
33
Primary office
CALGARY, ALBERTA
#330, 23 SUNPARK DRIVE SE, CALGARY, ALBERTA, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11Mas of April 28, 2026
Discretionary98.1%
$11M
98% of total RAUM98.1%
Non-discretionary1.9%
$215K
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$11M
Total Accounts37
10Y AUM Change+$11M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee7:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.