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NORTHSTAR PORTFOLIO INVESTMENTS, LLC
CRD 173314
80, FOURTH STREET, STAMFORD, CT, 06905, United States
Phone
888-600-1423
Fax
888-600-1426
Registration
— (—)
Source
State registered
Total AUM
$64.4M
Discretionary AUM
$50.4M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $19.7M |
| High net worth individuals | 18 | $44.7M |
All web addresses on file
Official SEC filing: View on IAPD