NorthStar Investment Advisors LLC

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Assets, Funds, Holdings

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NorthStar Investment Advisors LLC
CRD #107295
SEC #801-49238
CIK #106505
AUM $843.6 MM (100% Disc, 100% US, 2020-03-17)
Employees9 (56% Investors, 0% Brokers)
Phone303-832-2300
Address700 Seventeenth Street
Denver, CO 80202-3521
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
84567650733816901999200620132021
Sector Holding Cap ($MM) Value ($MM)
BND21.7
HD206,070.016.7
MSFT865,660.015.7
MCD138,580.014.8
INTC239,910.014.7
BIV13.5
JNJ369,000.013.5
ITW47,130.013.3
ADP65,820.013.1
PM138,730.011.2
View All
Holdings by Sector ($)
0.60.50.40.20.10.02012201420162019
Comparable Firms State AUM ($BB)
Clifton Gunderson Financial Advisors LLC
IL 0.8
STUX Capital Management LLC
NY 0.8
Avenir Corporation
DC 0.8
Linden Thomas Advisory Services LLC
NC 0.8
Robustwealth Inc
NJ 0.8
TFS Securities Inc
NJ 0.8
Atwood & Palmer Inc
MO 0.8
One East Partners Capital Advisors LLC
NY 0.8
Capital Investment Services of America Inc
WI 0.8
L & S Advisors Inc
CA 0.8
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