1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NORTHSTAR WEALTH PARTNERS LLC

Map pinWEST HARTFORD, CT
Phone860-665-7737
NotebookSEC #801-88184
Total AUM
$1B
Employees
21
Clients
2,596

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 SOUTH MAIN STREET
SUITE 322
WEST HARTFORD
CT 06110
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
860-665-7737
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
4,751
Discretionary
$615.8M
Accounts
4,170
Non-Discretionary
$406.9M
Accounts
581

ContactClients

View more in analytics →

Individual Clients
2,421
AUM
$529.2M
HNW Individual Clients
144
AUM
$478.4M
Banking Clients
2
AUM
$6.9M
Pension/Profit Sharing Plan Clients
29
AUM
$8.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNJRI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account