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Home > Retirement Planners > idaho > moscow > NORTHSTAR FINANCIAL MANAGEMENT, INC.
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 |
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