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NORTHSTAR FINANCIAL COMPANIES, INC.

CRD 119396 · SEC 801-115004

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1201 E. HECTOR ST, CONSHOHOCKEN, PA, 19428, United States

Phone

610-629-6100

Fax

610-629-6106

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$519.0M

Discretionary AUM

$494.0M

Team

10 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals394$153.0M
High net worth individuals113$363.0M

States served

AZ, CA, CO, GA, MD, MA, NJ, NY, NC, PA, RI, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD