Overview
Assets Under Management: $334 million
Headquarters: NORTHFIELD, NJ
High-Net-Worth Clients: 101
Average Client Assets: $3 million
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
Last Filing Date: 2025-02-19 00:00:00
Website: https://thenorthstarag.com