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| NorthStar Financial Advisors Inc
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|---|---|
| CRD # | 124194 |
| SEC # | 801-120426 |
| CIK # | 0000106505, 0001106505 |
| AUM | 195.3 M (2026-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 973-896-6666 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.6 | ||
| Apple Inc | 27.9 | ||
| Alphabet Inc | 23.7 | ||
| Nvidia Corp | 19.7 | ||
| Home Depot Inc | 18.9 | ||
| Amazon Com Inc | 15.7 | ||
| Abbott Laboratories | 15.6 | ||
| Intel Corp | 14.9 | ||
| Texas Instruments Inc | 14.7 | ||
| Paypal Holdings Inc | 14.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 23.4 |
| (b) Individuals (high net worth individuals) | 109 | 171.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 135 | 195.3 |
| By Discretionary | ||
| Discretionary | 135 | 195.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 195.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 194.6 | |
| Total | 135 | 195.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001106505] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
JK Financial Inc
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|
TX | 195.8 M |
|
J2 Capital Management Inc
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|
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|
Ark Advisors LLC
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IL | 195.6 M |
|
Clark & Stuart Inc
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ME | 195.6 M |
|
Frazee Investment Consulting Inc
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TN | 195.5 M |
|
Independent Wealth Advisors LLC
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|
Columbia River Financial Group LLC
✚
|
WA | 194.8 M |
|
Fenton Gregory Coleman
✚
|
MA | 194.8 M |
|
Michael Traxler Wealth Management LLC
✚
|
MN | 194.7 M |
|
Sensible Portfolios LLC
✚
|
194.7 M |