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| NorthStar Financial Companies Inc
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|---|---|
| CRD # | 119396 |
| SEC # | 801-115004 |
| CIK # | 0002059828 |
| AUM | 519.0 M (2026-03-24) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 610-629-6100 |
| Address | 1201 E Hector St Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Visa Inc | 7.7 | ||
| Apple Inc | 4.7 | ||
| Chevron Corp | 3.7 | ||
| Verizon Communications Inc | 3.4 | ||
| Microsoft Corp | 3.3 | ||
| iShares Comex Gold Trust | 2.8 | ||
| Johnson & Johnson | 2.8 | ||
| Amazon Com Inc | 2.7 | ||
| Alphabet Inc | 2.5 | ||
| Nvidia Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 153.0 |
| (b) Individuals (high net worth individuals) | 113 | 363.0 |
| (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 | 3.0 |
| (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 | 1,338 | 519.0 |
| By Discretionary | ||
| Discretionary | 1,326 | 494.0 |
| Non-Discretionary | 12 | 25.0 |
| Total | 1,338 | 519.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 519.0 | |
| Total | 1,338 | 519.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002059828] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
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|---|---|---|
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Medallion Wealth Advisors LLC
✚
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