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Building 2NORTHSTAR FINANCIAL PLANNING, LLC

Map pinWINDHAM, NH
Phone603-458-2776
NotebookSEC #801-113219
Total AUM
$275.8M
Employees
6
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 RANGE ROAD
WINDHAM
NH 03087
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
603-458-2776

ReceiptFinancials

Total AUM
$275.8M
Accounts
486
Discretionary
$275.8M
Accounts
486
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$46.1M
HNW Individual Clients
92
AUM
$225.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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