NORTHSTAR FINANCIAL ADVISORS, INC.
Total AUM
$195.3M
Employees
1Clients
135Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
(973) 896-6666
Financials
Total AUM
$195.3M
Accounts
135Discretionary
$195.3M
Accounts
135Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
26AUM
$23.4M
HNW Individual Clients
109AUM
$171.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNJNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.