⚲
|
NorthStar Financial Advisors LLC
✚
|
|
---|---|
CRD # | 147108 |
SEC # | 801-71608 |
CIK # | 0000106505, 0001106505 |
AUM | $45.2 MM (2024-03-13) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 516-991-8348 |
Address | 95 Sea Cove Road Northport, NY 11768 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 12 | 14.3 |
(b) Individuals (high net worth individuals) | 31 | 29.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 57 | 45.2 |
By Discretionary | ||
Discretionary | 56 | 44.0 |
Non-Discretionary | 1 | 1.2 |
Total | 57 | 45.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 45.2 | |
Total | 57 | 45.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001106505] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Solid Point Wealth Advisors LLC
✚
|
NY | 0.0 |
Brown Financial Management Group LLC
✚
|
NY | 0.0 |
Munakata Associates LLC
✚
|
NY | 0.0 |
Mount Murray Investment Inc
✚
|
0.0 | |
Hudson View Advisors LLC
✚
|
NY | 0.0 |
Ancora West Advisors LLC
✚
|
NV | 0.0 |
API Financial Advisors LLC
✚
|
FL | 0.0 |
Target Rock Wealth Management LLC
✚
|
NY | 0.0 |
Kane Financial LLC
✚
|
NY | 0.0 |
Wealthpro LLC
✚
|
NY | 0.0 |