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NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279 · SEC 801-129534
488 NORRISTOWN ROAD, SUITE 142, BLUE BELL, PA, 19422, United States
Phone
484-342-4200
Fax
484-342-4201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$659.8M
Discretionary AUM
$590.7M
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $26.3M |
| High net worth individuals | 99 | $633.5M |
States served
VT, CA, MD, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD