NorthStar Financial Advisors LLC

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Assets, Funds, Holdings

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NorthStar Financial Advisors LLC
CRD #147108
SEC #801-71608
CIK #0000106505, 0001106505
AUM $45.2 MM (2024-03-13)
Employees 1 (100% Investors, 0% Brokers)
Phone516-991-8348
Address95 Sea Cove Road
Northport, NY 11768
Source [IAPD] [EDGAR]
Total AUM ($MM)
504030201002010201520202025
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]
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