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NORTHSTAR FINANCIAL COMPANIES, INC.

1100 E. Hector St
Suite 399
Conshohocken, Pennsylvania 19428
Tel: 610-629-6100

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About NORTHSTAR FINANCIAL COMPANIES, INC.

NORTHSTAR FINANCIAL COMPANIES, INC, formally registered with the SEC as NORTHSTAR FINANCIAL COMPANIES, INC. The firm was established in 04/12/2019. They have over 2 offices throughout the country.

NORTHSTAR FINANCIAL COMPANIES, INC. is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $210,984,972 assets under management, offering retirement planning & investment advisory services to 811 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119396
SEC#801-115004
Assets Managed by Firm$210,984,972
No. of Clients811
No. of Advisors9

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total811$210,984,972
Individuals (other than high net worth individuals)279$106,339,060
High net worth individuals41$104,645,912

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HAMILTON LANE
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VANGUARD GLOBAL ADVISERS, LLC
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VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$299,191,714,6496344702124

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