Northstar Investment Partners

Northstar Investment Partners (CRD# 127432) is a financial advisory firm headquartered in Alpharetta, GA. They manage $5,650,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2440 Old Milton Parkway, Suite 200, Alpharetta, GA 30004

http://www.gaadvisorygroup.com

By the Numbers

Total Assets Under Management

6

MILLION
Total Number of Accounts

25

ACCOUNTS
Average Account Value

$226,000

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Northstar Investment Partners

Showing 1 - 2 of 2 top financial advisors.

Dave M. Duley

CRD#: 2746944

4080 Mcginnis Ferry Rd Suite 1303, Alpharetta, GA 30005

Dave Duley (CRD# 2746944) is an Investment Advisor Representative working at Northstar Investment Partners in Alpharetta, GA and has over 27 years of experience in the finance industry.

Terry B. Prillaman

CRD#: 1157859

2440 Old Milton Parkway, Suite 200, Alpharetta, GA 30004

Terry Prillaman (CRD# 1157859) is an Investment Advisor Representative working at Northstar Investment Partners in Alpharetta, GA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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