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NORTHSTAR INVESTMENT PARTNERS
STOEHR ADVICE LLC
CRD 340596
3255 NORTH POINT PKWY, STE 103, ALPHARETTA, GA, 30005, United States
Phone
770-559-6220
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.5M
Discretionary AUM
$37.5M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $37.5M |
All web addresses on file
Official SEC filing: View on IAPD