Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > northfield > NORTHSTAR ADVISORY GROUP, LLC
NORTHSTAR ADVISORY GROUP, LLC
1555 Zion Road
Suite 204
Northfield, New Jersey 08225
Tel: 833-226-0400
About NORTHSTAR ADVISORY GROUP, LLC
NORTHSTAR ADVISORY GROUP, LLC, formally registered with the SEC as NORTHSTAR ADVISORY GROUP, LLC. The firm was established in 03/06/2020. They have over 4 offices throughout the country.
NORTHSTAR ADVISORY GROUP, LLC is a Northfield, New Jersey based Financial Planning firm with nearly $334,414,208 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306850 |
| SEC# | 801-118179 |
| Assets Managed by Firm | $334,414,208 |
| No. of Clients | 803 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 803 | $334,414,208 |
| Individuals (other than high net worth individuals) | 223 | $73,276,711 |
| High net worth individuals | 101 | $257,107,087 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,227,201 |
| Charitable organizations | Fewer than 5 clients | $1,803,209 |
More Retirement Planning firms in Northfield, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Northfield, New Jersey