Northstar Financial Advisors, Inc.

Northstar Financial Advisors, Inc. (CRD# 124194) is a financial advisory firm headquartered in , . They manage $67,505,867 in 161 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $419,291
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Northstar Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard E. Berse
CRD#: 2542568
North Caldwell, NJ
87
Wealthminder
score

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.

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