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Gary Steven Glanz

NORTHSTAR FINANCIAL PLANNERS, INC.·PLANTATION, Florida
Unclaimed Profile
1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 2694916Firm CRD# 131507
01

About

Gary Steven Glanz is a registered financial advisor based in PLANTATION, Florida, affiliated with NORTHSTAR FINANCIAL PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNERS, INC.
NORTHSTAR FINANCIAL PLANNERS, INC.
AUM
$250M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2694916
Firm CRD# 131507
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Steven Glanz offer?
Gary Steven Glanz specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Gary Steven Glanz's credentials?
Gary Steven Glanz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Steven Glanz located?
Gary Steven Glanz is based in PLANTATION, Florida, working with NORTHSTAR FINANCIAL PLANNERS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Gary Steven Glanz charge for services?
Gary Steven Glanz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR FINANCIAL PLANNERS, INC.?
NORTHSTAR FINANCIAL PLANNERS, INC. has approximately 8 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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