|
⚲
|
| NorthStar Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 147108 |
| SEC # | 801-71608 |
| CIK # | 0001106505 |
| AUM | $28.4 MM (2023-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-991-8348 |
| Address | 95 Sea Cove Road Northport, NY 11768 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 12.3 |
| (b) Individuals (high net worth individuals) | 28 | 13.1 |
| (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 | 5 | 3.1 |
| (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 | 67 | 28.4 |
| By Discretionary | ||
| Discretionary | 66 | 27.6 |
| Non-Discretionary | 1 | 0.8 |
| Total | 67 | 28.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.4 | |
| Total | 67 | 28.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001106505] |
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|
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|
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|
Eastside Financial Advisors LLC
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|
Alpha & Omega Financial Management Consultants Inc
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|
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|
Purevest LLC
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|
Broadcore Investments LP
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|
ACT Two Financial Advisors LLC
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|
Prescient Wealth Management Inc
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|
Wise Capital Management Inc
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|
0.0 |