1100 E. Hector St
Suite 399
Conshohocken, Pennsylvania 19428
Tel: 610-629-6100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 119396 |
SEC# | 801-115004 |
Assets Managed by Firm | $210,984,972 |
No. of Clients | 811 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 811 | $210,984,972 |
Individuals (other than high net worth individuals) | 279 | $106,339,060 |
High net worth individuals | 41 | $104,645,912 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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