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Building 2NORTHSTAR ASSET MANAGEMENT LLC

Map pinBLUE BELL, PA
Phone484-342-4200
NotebookSEC #801-57654
Total AUM
$467M
Employees
6
Clients
155

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
$467M
Accounts
396
Discretionary
$407.5M
Accounts
360
Non-Discretionary
$59.5M
Accounts
36

ContactClients

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Individual Clients
56
AUM
$19.9M
HNW Individual Clients
99
AUM
$447.1M

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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