Northstar Financial Management, Inc.
Northstar Financial Management, Inc. (CRD# 287594) is a financial advisory firm headquartered in Moscow, ID. They manage $103,823,657 in 616 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management104MILLION
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Total Number of Accounts616ACCOUNTS
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Average Account Value$168,545
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, ID, LA, OR, TX, WA
Kaitlin Jones (CRD# 6267907) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 10 years of experience in the finance industry.
Sarah Busch (CRD# 7489015) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 2 years of experience in the finance industry.
Charlotte Jones (CRD# 7295993) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 3 years of experience in the finance industry.
Mark Mooring (CRD# 7201615) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 4 years of experience in the finance industry.