Overview
Assets Under Management: $178 million
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Frequently Asked Questions
NORTHSTAR FINANCIAL ADVISORS, INC. 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 #124194), NORTHSTAR FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
NORTHSTAR FINANCIAL ADVISORS, INC. serves 99 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, NORTHSTAR FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
NORTHSTAR FINANCIAL ADVISORS, INC. manages $178 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, NORTHSTAR FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 162
Discretionary Accounts: 162
Regulatory Filings
CRD Number: 124194
Last Filing Date: 2025-02-11 00:00:00
Website: https://nfai.com