Northstar Financial Companies, Inc.

Northstar Financial Companies, Inc. (CRD# 119396) is a financial advisory firm headquartered in Conshohocken, PA. They manage $97,453,148 in 361 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $269,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CO, CT, FL, MA, NH, PA, RI, TX

Financial Advisors at Northstar Financial Companies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Julia M. Randall
CRD#: 5073235
1100 E. Hector St, Suite 399, Conshohocken, PA 19428
93
Wealthminder
score

Julia Randall (CRD# 5073235) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Conshohocken, PA and has over 11 years of experience in the finance industry.

2
Steven B. Girard
CRD#: 2267878
1100 E. Hector St, Suite 399, Conshohocken, PA 19428
73
Wealthminder
score

Steven Girard (CRD# 2267878) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Conshohocken, PA and has over 25 years of experience in the finance industry.

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