Overview
Assets Under Management: $334 million
Headquarters: NORTHFIELD, NJ
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Frequently Asked Questions
NORTHSTAR ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306850), NORTHSTAR ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
NORTHSTAR ADVISORY GROUP, LLC is headquartered in NORTHFIELD, NJ.
NORTHSTAR ADVISORY GROUP, LLC serves 101 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, NORTHSTAR ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NORTHSTAR ADVISORY GROUP, LLC manages $334 million in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, NORTHSTAR ADVISORY GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 803
Discretionary Accounts: 803
Regulatory Filings
CRD Number: 306850
Filing ID: 2033251
Last Filing Date: 2025-12-11 09:02:04
Website: 3