NORTHSTAR FINANCIAL PLANNING, INC.
Total AUM
$75M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
112 RANGE ROAD
WINDHAM
NH 03087
United States
WINDHAM
NH 03087
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
603-458-2776
Financials
Total AUM
$75M
Accounts
55Discretionary
$75M
Accounts
55Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MANH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.