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Home > Retirement Planners > florida > plantation > NORTHSTAR FINANCIAL PLANNERS, INC.
NORTHSTAR FINANCIAL PLANNERS, INC.
1250 S. Pine Island Road
Suite 275
Plantation, Florida 33324
Tel: 954-693-0030
About NORTHSTAR FINANCIAL PLANNERS, INC.
NORTHSTAR FINANCIAL PLANNERS, INC, formally registered with the SEC as NORTHSTAR FINANCIAL PLANNERS, INC. The firm was established in 04/25/2014. They have over 1 offices throughout the country.
NORTHSTAR FINANCIAL PLANNERS, INC. is a Plantation, Florida based Financial Planning firm with nearly $249,866,306 assets under management, offering retirement planning & investment advisory services to 905 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131507 |
| SEC# | 801-79605 |
| Assets Managed by Firm | $249,866,306 |
| No. of Clients | 905 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 905 | $249,866,306 |
| Individuals (other than high net worth individuals) | 245 | $95,932,346 |
| High net worth individuals | 74 | $144,431,308 |
| Pension and profit sharing plans | 4 | $4,800,226 |
| Charitable organizations | 3 | $4,702,426 |
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