Northstar Portfolio Investments, LLC

Northstar Portfolio Investments, LLC (CRD# 173314) is a financial advisory firm headquartered in Stamford, CT. They manage $45,735,042 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
80, Fourth Street, Stamford, CT 06905
https://www.linkedin.com/company/northstar-portfolio-investments-llc/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $317,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ

Financial Advisors at Northstar Portfolio Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Vikram Kaul, financial advisor Stamford CT
Vikram Kaul
CRD#: 6401440
80, Fourth Street, Stamford, CT 06905

Vikram Kaul (CRD# 6401440) is an Investment Advisor Representative working at Northstar Portfolio Investments, LLC in Stamford, CT and has over 9 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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