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NORTHSTAR ADVISORY GROUP, LLC
CRD 306850 · SEC 801-118179
1555 ZION ROAD, SUITE 204, NORTHFIELD, NJ, 08225, United States
Phone
833-226-0400
Fax
609-674-0020
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.0M
Discretionary AUM
$377.0M
Team
9 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 248 | $85.3M |
| High net worth individuals | 113 | $278.0M |
| Pension/profit sharing plans | 6 | $6.6M |
| Charitable organizations | 5 | $7.1M |
States served
CA, IL, NJ, NY, NC, PA, SC, FL
All web addresses on file
Official SEC filing: View on IAPD