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Robin Ann Young

NORTHSTAR FINANCIAL PLANNING, LLC·WINDHAM, New Hampshire
Unclaimed Profile
112 RANGE ROAD, WINDHAM, NH 03087CRD# 2511315Firm CRD# 117205
01

About

Robin Ann Young is a registered financial advisor based in WINDHAM, New Hampshire, affiliated with NORTHSTAR FINANCIAL PLANNING, LLC. 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
03

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNING, LLC
NORTHSTAR FINANCIAL PLANNING, LLC
AUM
$229M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2511315
Firm CRD# 117205
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robin Ann Young offer?
Robin Ann Young specializes in Financial Planning, Investment Management. Contact their office in WINDHAM, New Hampshire for a consultation.
What are Robin Ann Young's credentials?
Robin Ann Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Ann Young located?
Robin Ann Young is based in WINDHAM, New Hampshire, working with NORTHSTAR FINANCIAL PLANNING, LLC. Their office serves clients in the WINDHAM metropolitan area and surrounding communities.
How does Robin Ann Young charge for services?
Robin Ann Young's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR FINANCIAL PLANNING, LLC?
NORTHSTAR FINANCIAL PLANNING, LLC has approximately 8 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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