NORTHSTAR FINANCIAL MANAGEMENT, INC.

110 South Main Street
Moscow, Idaho 83843-2806
Tel: (208)810-4938

About NORTHSTAR FINANCIAL MANAGEMENT, INC.

NORTHSTAR FINANCIAL MANAGEMENT, INC, formally registered with the SEC as NORTHSTAR FINANCIAL MANAGEMENT, INC. The firm was established in 08/18/2021. They have over 2 offices throughout the country.

NORTHSTAR FINANCIAL MANAGEMENT, INC. is a Moscow, Idaho based Financial Planning firm with nearly $119,379,913 assets under management, offering retirement planning & investment advisory services to 672 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287594
SEC#	801-122129
Assets Managed by Firm	$119,379,913
No. of Clients	672
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	672	$119,379,913
Individuals (other than high net worth individuals)	230	$35,543,498
High net worth individuals	35	$83,836,415

More Retirement Planning firms in Moscow, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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