Northstar Financial Advisors, Inc.

Northstar Financial Advisors, Inc. (CRD# 124194) is a financial advisory firm headquartered in , . They manage $139,794,016 in 119 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://nfai.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $1,174,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Northstar Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard Berse, financial advisor North Caldwell NJ
Richard E. Berse
CRD#: 2542568
North Caldwell, NJ

Richard Berse (CRD# 2542568) is an Investment Advisor Representative working at Northstar Financial Advisors, Inc. in North Caldwell, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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