Overview
Assets Under Management: $467 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 99
Average Client Assets: $4.5 million
Frequently Asked Questions
NORTHSTAR ASSET MANAGEMENT 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 #109185), NORTHSTAR ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
NORTHSTAR ASSET MANAGEMENT LLC is headquartered in BLUE BELL, PA.
NORTHSTAR ASSET MANAGEMENT LLC serves 99 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, NORTHSTAR ASSET MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
NORTHSTAR ASSET MANAGEMENT LLC manages $467 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, NORTHSTAR ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.74%
Average Client Assets: $4.5 million
Total Client Accounts: 396
Discretionary Accounts: 360
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 109185
Filing ID: 1740007
Last Filing Date: 2023-03-30 13:12:00