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David Leszczynski

NORTHSTAR ASSET MANAGEMENT LLC·HACKETTSTOWN, New Jersey
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1605 ROUTE 517, HACKETTSTOWN, NJ 07840CRD# 5557061Firm CRD# 129112
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About

David Leszczynski is a registered financial advisor based in HACKETTSTOWN, New Jersey, affiliated with NORTHSTAR ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
NORTHSTAR ASSET MANAGEMENT LLC
OAKBOURNE ADVISORS
AUM
$196M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5557061
Firm CRD# 129112
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Leszczynski offer?
David Leszczynski specializes in Financial Planning, Investment Management. Contact their office in HACKETTSTOWN, New Jersey for a consultation.
What are David Leszczynski's credentials?
David Leszczynski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Leszczynski located?
David Leszczynski is based in HACKETTSTOWN, New Jersey, working with NORTHSTAR ASSET MANAGEMENT LLC. Their office serves clients in the HACKETTSTOWN metropolitan area and surrounding communities.
How does David Leszczynski charge for services?
David Leszczynski'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 ASSET MANAGEMENT LLC?
NORTHSTAR ASSET MANAGEMENT LLC has approximately 9 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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