NorthStar Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
NorthStar Financial Advisors LLC
CRD #147108
SEC #801-71608
CIK #
AUM $36.5 MM (98% Disc, 100% US, 2020-03-16)
Employees1 (100% Investors, 0% Brokers)
Phone516-991-8348
Address95 Sea Cove Road
Northport, NY 11768
Source [IAPD]
Total AUM ($MM)
40322416802008201220162021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 17.0
MCD 137,440.0 14.8
HD 260,450.0 14.6
INTC 263,950.0 14.6
ADP 59,700.0 13.8
XLNX 21,480.0 13.5
SBUX 90,850.0 13.0
JNJ 381,110.0 12.2
ABT 158,280.0 12.2
MKC 22,730.0 11.7
View All
Holdings by Sector ($)
0.60.50.40.20.10.02014201620182020
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Mythen Investment Advisors AG
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Sandpiper Capital LLC
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Flight Capital Management LLC
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True Horizon Wealth Advisors LLC
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