Northstar Financial Advisors, Inc.
Northstar Financial Advisors, Inc. (CRD# 124194) is a financial advisory firm headquartered in , . They manage $88,907,000 in 93 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Northstar Financial Advisors, Inc.
By the Numbers
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Total Assets Under Management89MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$955,989
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

Registered Investment Advisor
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.
1
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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