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Home > Retirement Planners > pennsylvania > conshohocken > NORTHSTAR FINANCIAL COMPANIES, INC.
NORTHSTAR FINANCIAL COMPANIES, INC.
1201 E. Hector St
Conshohocken, Pennsylvania 19428
Tel: 610-629-6100
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 3 offices throughout the country.
NORTHSTAR FINANCIAL COMPANIES, INC. is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $284,600,000 assets under management, offering retirement planning & investment advisory services to 984 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119396 |
| SEC# | 801-115004 |
| Assets Managed by Firm | $284,600,000 |
| No. of Clients | 984 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 984 | $284,600,000 |
| Individuals (other than high net worth individuals) | 318 | $90,600,000 |
| High net worth individuals | 70 | $194,000,000 |
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|---|---|---|---|
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