NORTHSTAR ASSET MANAGEMENT LLC

488 Norristown Road
Suite 142
Blue Bell, Pennsylvania 19422
Tel: 484-342-4200

About NORTHSTAR ASSET MANAGEMENT LLC

NORTHSTAR ASSET MANAGEMENT LLC, formally registered with the SEC as NORTHSTAR ASSET MANAGEMENT LLC. The firm was established in 06/08/2000. They have over 1 offices throughout the country.

NORTHSTAR ASSET MANAGEMENT LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $467,043,693 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109185
SEC#	801-57654
Assets Managed by Firm	$467,043,693
No. of Clients	396
No. of Advisors	6

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	396	$467,043,693
Individuals (other than high net worth individuals)	56	$19,905,271
High net worth individuals	99	$447,138,422

Inquire with NORTHSTAR ASSET MANAGEMENT LLC

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