Northstar Financial Management, Inc.

Northstar Financial Management, Inc. (CRD# 287594) is a financial advisory firm headquartered in Moscow, ID. They manage $103,823,657 in 616 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $168,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, LA, OR, TX, WA

Financial Advisors at Northstar Financial Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kaitlin C. Jones
CRD#: 6267907
110 South Main Street, Moscow, ID 83843

Kaitlin Jones (CRD# 6267907) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 10 years of experience in the finance industry.

2
Sarah Busch
CRD#: 7489015
110 South Main Street, Moscow, ID 83843

Sarah Busch (CRD# 7489015) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 2 years of experience in the finance industry.

3
Charlotte M. Jones
CRD#: 7295993
110 South Main Street, Moscow, ID 83843

Charlotte Jones (CRD# 7295993) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 3 years of experience in the finance industry.

4
Mark A. Mooring
CRD#: 7201615
110 South Main Street, Moscow, ID 83843

Mark Mooring (CRD# 7201615) is an Investment Advisor Representative working at Northstar Financial Management, Inc. in Moscow, ID and has over 4 years of experience in the finance industry.

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