Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. (CRD# 119396) is a financial advisory firm headquartered in Conshohocken, PA. They manage $284,600,000 in 984 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management285MILLION
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Total Number of Accounts984ACCOUNTS
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Average Account Value$289,228
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NC, NE, NH, NV, NY, PA, RI, TX, VA
Alexander Bastron (CRD# 5132228) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Lakewood, CO and has over 15 years of experience in the finance industry.
Steven Girard (CRD# 2267878) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Conshohocken, PA and has over 31 years of experience in the finance industry.
Julia Randall (CRD# 5073235) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Conshohocken, PA and has over 17 years of experience in the finance industry.
Andre Ratkai (CRD# 1218241) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Lakewood, CO and has over 38 years of experience in the finance industry.
Thomas Tuskey (CRD# 6777693) is an Investment Advisor Representative working at Northstar Financial Companies, Inc. in Conshohocken, PA and has over 3 years of experience in the finance industry.