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Building 2NORTH STAR FINANCIAL DIRECTION INC

Map pinLAKEWOOD, CO
Phone303-934-9345
NotebookSEC #801-44966
Total AUM
$65.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 UNION BLVD., SUITE 310
LAKEWOOD
CO 80228
USA
Operating Hours
8-5
Monday - Friday
Phone
303-934-9345

ReceiptFinancials

Total AUM
$65.6M
Accounts
359
Discretionary
$64M
Accounts
351
Non-Discretionary
$1.6M
Accounts
8

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

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

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