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NORTHSTAR FINANCIAL ADVISORS LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$53.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 52.6M |
| Non-Discretionary | 1.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 147108 |
| SEC Number | 801-71608 |
| Phone | (516)991-8348 |
| Fax | (888)501-1319 |
| Total Employees | 1 |
Client Count by Type (33 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 25 |
| Individuals (other than H… | 8 |
County data not available for this organization.