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| NorthStar Advisory Group LLC
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| CRD # | 306850 |
| SEC # | 801-118179 |
| CIK # | 0001816000 |
| AUM | 377.0 M (2026-03-06) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 833-226-0400 |
| Address | 1555 Zion Road Northfield, NJ 08225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001816000 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.9 | ||
| Alphabet Inc | 12.8 | ||
| Apple Inc | 11.9 | ||
| Microsoft Corp | 8.7 | ||
| Verizon Communications Inc | 8.6 | ||
| Amazon Com Inc | 8.1 | ||
| Johnson & Johnson | 6.7 | ||
| Williams Companies Inc | 4.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.7 | ||
| Broadcom Inc | 4.6 | ||
| GE Vernova Inc | 4.3 | ||
| Coca Cola Co | 3.6 | ||
| Analog Devices Inc | 3.5 | ||
| Corning Inc /NY | 3.5 | ||
| Lilly Eli & Co | 3.5 | ||
| Cisco Systems Inc | 3.2 | ||
| Take Two Interactive Software Inc | 3.0 | ||
| Tesla Motors Inc | 3.0 | ||
| Caterpillar Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 85.3 |
| (b) Individuals (high net worth individuals) | 113 | 278.0 |
| (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 | 6 | 6.6 |
| (h) Charitable organizations | 5 | 7.1 |
| (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 | 866 | 377.0 |
| By Discretionary | ||
| Discretionary | 866 | 377.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 866 | 377.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 376.7 | |
| Total | 866 | 377.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001816000] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Advisory Partners LLC
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New River Financial Group LLC
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JPS Financial LLC
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Advisor Share Wealth Management LLC
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Kleinfelder Capital Inc
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Rhodes Investment Advisors Inc
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