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| Happy Holidays!! thanks for using AUM13F!! |
| NorthStar Advisory Group LLC
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| CRD # | 306850 |
| SEC # | 801-118179 |
| CIK # | 0001816000 |
| AUM | $334.4 M (2025-02-19) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 833-226-0400 |
| Address | 1555 Zion Road Northfield, NJ 08225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.5 | ||
| Microsoft Corp | 14.9 | ||
| Amazon Com Inc | 7.5 | ||
| Netflix Inc | 6.7 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Apple Inc | 4.9 | ||
| Facebook Inc | 4.8 | ||
| Corning Inc /NY | 4.8 | ||
| Oracle Corp | 4.0 | ||
| Bank of New York Mellon Corp | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 73.3 |
| (b) Individuals (high net worth individuals) | 101 | 257.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 803 | 334.4 |
| By Discretionary | ||
| Discretionary | 803 | 334.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 803 | 334.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.4 | |
| Total | 803 | 334.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001816000] |
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|---|---|---|
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Atlas Asset Management LLC
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IA | 0.3 |