NorthStar Wealth Partners LLC

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Assets, Funds, Holdings

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CAFR Data
NorthStar Wealth Partners LLC
CRD #169409
SEC #801-88184
CIK #
AUM $914.7 MM (58% Disc, 100% US)
Employees18 (72% Investors, 78% Brokers)
Phone860-665-7737
Address433 South Main Street
West Hartford, CT 06110
Source [IAPD] [Website]
Total AUM ($MM)
108086464843221602011201420172020
Sector Holding Cap ($MM) Value ($MM)
JNJ369,000.05.5
CSCO228,550.05.2
INTC239,910.05.1
PFE230,400.05.1
SPY5.0
PG249,110.04.8
MRK208,740.04.6
GLD4.2
MSFT865,660.04.0
DVY3.9
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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