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Home > Retirement Planners > new hampshire > windham > NORTHSTAR FINANCIAL PLANNING, LLC
NORTHSTAR FINANCIAL PLANNING, LLC
112 Range Road
Windham, New Hampshire 03087
Tel: 603-458-2776
About NORTHSTAR FINANCIAL PLANNING, LLC
NORTHSTAR FINANCIAL PLANNING, LLC, formally registered with the SEC as NORTHSTAR FINANCIAL PLANNING, LLC. The firm was established in 05/11/2018. They have over 1 offices throughout the country.
NORTHSTAR FINANCIAL PLANNING, LLC is a Windham, New Hampshire based Financial Planning firm with nearly $229,169,049 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117205 |
| SEC# | 801-113219 |
| Assets Managed by Firm | $229,169,049 |
| No. of Clients | 513 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 513 | $229,169,049 |
| Individuals (other than high net worth individuals) | 70 | $43,136,445 |
| High net worth individuals | 71 | $176,828,748 |
| Pension and profit sharing plans | 3 | $9,203,856 |
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