← Back to searchVisit website
OAKBOURNE ADVISORS
NORTHSTAR ASSET MANAGEMENT LLC
CRD 129112 · SEC 801-121388
200 CONNELL DRIVE, SUITE 1000, BERKELEY HEIGHTS, NJ, 07922, United States
Phone
908-850-9991
Fax
908-845-0341
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$347.9M
Discretionary AUM
$347.9M
Team
10 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 342 | $102.2M |
| High net worth individuals | 95 | $243.2M |
| Pension/profit sharing plans | 57 | $2.0M |
| Charitable organizations | 1 | $505K |
States served
CA, DE, MD, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD