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NORTHSTAR FINANCIAL ADVISORS, INC.
CRD 124194 · SEC 801-120426
NJ, United States
Phone
(973) 896-6666
Fax
(973) 327-7106
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.3M
Discretionary AUM
$195.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $23.4M |
| High net worth individuals | 109 | $171.9M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD