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Building 2NORTHSTAR FINANCIAL PLANNERS, INC.

Map pinPLANTATION, FL
Phone954-693-0030
NotebookSEC #801-79605
Total AUM
$311.6M
Employees
8
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 S. PINE ISLAND ROAD
SUITE 275
PLANTATION
FL 33324
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
954-693-0030

ReceiptFinancials

Total AUM
$311.6M
Accounts
1,054
Discretionary
$311.6M
Accounts
1,054
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
264
AUM
$91.8M
HNW Individual Clients
94
AUM
$213.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILLANYTNTX

HandshakeAffiliates

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

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