Overview
Assets Under Management: $443 million
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,303
Discretionary Accounts: 1,298
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 119396
Filing ID: 1940197
Last Filing Date: 2025-03-13 12:36:00
Website: https://nstarfinco.com