Overview
Assets Under Management: $443 million
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Frequently Asked Questions
NORTHSTAR FINANCIAL COMPANIES, 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 #119396), NORTHSTAR FINANCIAL COMPANIES, INC. is subject to fiduciary duty under federal law.
NORTHSTAR FINANCIAL COMPANIES, INC. is headquartered in CONSHOHOCKEN, PA.
NORTHSTAR FINANCIAL COMPANIES, INC. serves 103 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, NORTHSTAR FINANCIAL COMPANIES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NORTHSTAR FINANCIAL COMPANIES, INC. manages $443 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, NORTHSTAR FINANCIAL COMPANIES, INC. serves high-net-worth individuals. View client details ↓
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