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Building 2NORTHSTAR FINANCIAL MANAGEMENT, INC.

Map pinMOSCOW, ID
Phone(208)810-4938
NotebookSEC #801-122129
Total AUM
$119.4M
Employees
3
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 SOUTH MAIN STREET
MOSCOW
ID 83843-2806
United States
Operating Hours
10:00AM -5:00PM
Monday - Friday
Phone
(208)810-4938
Other Offices
1

ReceiptFinancials

Total AUM
$119.4M
Accounts
672
Discretionary
$118.8M
Accounts
671
Non-Discretionary
$598.4K
Accounts
1

ContactClients

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Individual Clients
230
AUM
$35.5M
HNW Individual Clients
35
AUM
$83.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDLAORTNTXWA

HandshakeAffiliates

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

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