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Building 2NORTHSTAR INVESTMENT ADVISORS LLC

Map pinDENVER, CO
Phone303-832-2300
NotebookSEC #801-49238
Total AUM
$903.5M
Employees
9
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 SEVENTEENTH STREET
SUITE 2350
DENVER
CO 80202-3521
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
303-832-2300

ReceiptFinancials

Total AUM
$903.5M
Accounts
954
Discretionary
$903.5M
Accounts
954
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$48.8M
HNW Individual Clients
224
AUM
$848.9M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO & RETIREMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RESEARCH PROVIDED ON PROPRIETARY INDEX.

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIDILKYLAMAMDMTNYOHOKORPATNTXUTVAWAWI

HandshakeAffiliates

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

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