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NORTHERN STAR GENERATIONAL WEALTH
CRD 335323
800 EL CAMINO REAL, SUITE 180, MOUNTAIN VIEW, CA, 94040, United States
Phone
(650) 319-3380
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.5M
Discretionary AUM
$5.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Official SEC filing: View on IAPD