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Building 2NORTHSTAR FINANCIAL COMPANIES, INC.

Map pinCONSHOHOCKEN, PA
Phone610-629-6100
NotebookSEC #801-115004
Total AUM
$519M
Employees
10
Clients
508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 E. HECTOR ST
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-629-6100
Other Offices
2

ReceiptFinancials

Total AUM
$519M
Accounts
1,338
Discretionary
$494M
Accounts
1,326
Non-Discretionary
$25M
Accounts
12

ContactClients

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Individual Clients
394
AUM
$153M
HNW Individual Clients
113
AUM
$363M
Pension/Profit Sharing Plan Clients
1
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTFLGAMAMDNCNHNJNYPARITXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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