Overview
Assets Under Management: $702 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 210
Average Client Assets: $3.1 million
Frequently Asked Questions
NORTHSTAR INVESTMENT ADVISORS 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 #107295), NORTHSTAR INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
NORTHSTAR INVESTMENT ADVISORS LLC is headquartered in DENVER, CO.
NORTHSTAR INVESTMENT ADVISORS LLC serves 210 high-net-worth clients according to their SEC filing dated April 03, 2018. View client details ↓
According to their SEC Form ADV, NORTHSTAR INVESTMENT ADVISORS LLC offers portfolio management for individuals. View all service details ↓
NORTHSTAR INVESTMENT ADVISORS LLC manages $702 million in client assets according to their SEC filing dated April 03, 2018.
According to their SEC Form ADV, NORTHSTAR INVESTMENT ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.58%
Average Client Assets: $3.1 million
Total Client Accounts: 311
Discretionary Accounts: 311
Regulatory Filings
CRD Number: 107295
Filing ID: 1206140
Last Filing Date: 2018-04-03 19:33:00