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Building 2NORTHSTAR ADVISORY GROUP, LLC

Map pinNORTHFIELD, NJ
Phone833-226-0400
NotebookSEC #801-118179
Total AUM
$377M
Employees
9
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1555 ZION ROAD
SUITE 204
NORTHFIELD
NJ 08225
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
833-226-0400
Other Offices
3

ReceiptFinancials

Total AUM
$377M
Accounts
866
Discretionary
$377M
Accounts
866
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
248
AUM
$85.3M
HNW Individual Clients
113
AUM
$278M
Pension/Profit Sharing Plan Clients
6
AUM
$6.6M
Charitable Organization Clients
5
AUM
$7.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNCNJNYPASC

HandshakeAffiliates

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

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