|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| NorthStar Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 117205 |
| SEC # | 801-113219 |
| CIK # | |
| AUM | $262.5 M (2025-04-01) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 603-458-2776 |
| Address | 112 Range Road Windham, NH 03087 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 43.2 |
| (b) Individuals (high net worth individuals) | 84 | 207.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 262.5 |
| By Discretionary | ||
| Discretionary | 798 | 244.7 |
| Non-Discretionary | 36 | 17.8 |
| Total | 834 | 262.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.5 | |
| Total | 834 | 262.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.3 |
|
Rademacher Financial Inc
✚
|
KS | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Branson Frank A Inc
✚
|
CA | 0.3 |
|
Purefi Wealth LLC
✚
|
MA | 0.3 |
|
Catawba River Capital
✚
|
SC | 0.3 |
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.3 |
|
GFS Wealth Management Advisors Inc
✚
|
CT | 0.3 |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 0.3 |
|
Secura Financial LLC
✚
|
CA | 0.3 |