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Building 2NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

Map pinBLUE BELL, PA
Phone484-342-4200
NotebookSEC #801-129534
Total AUM
$659.8M
Employees
6
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
488 NORRISTOWN ROAD
SUITE 142
BLUE BELL
PA 19422
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
484-342-4200

ReceiptFinancials

Total AUM
$659.8M
Accounts
379
Discretionary
$590.7M
Accounts
351
Non-Discretionary
$69.1M
Accounts
28

ContactClients

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Individual Clients
62
AUM
$26.3M
HNW Individual Clients
99
AUM
$633.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNHNJNYPATXVT

HandshakeAffiliates

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

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