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Building 2NORTHSTAR FINANCIAL ADVISORS, INC.

Map pin
Phone(973) 896-6666
NotebookSEC #801-120426
Total AUM
$195.3M
Employees
1
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00-5:00
Monday - Friday
Phone
(973) 896-6666

ReceiptFinancials

Total AUM
$195.3M
Accounts
135
Discretionary
$195.3M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$23.4M
HNW Individual Clients
109
AUM
$171.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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

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