Northstar Financial Companies, Inc.

Northstar Financial Companies, Inc. (CRD# 119396) is a financial advisory firm headquartered in Conshohocken, PA. They manage $90,849,677 in 350 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $259,571
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, PA, RI

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 10 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 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.