AdvisorOS Directory
Claim Profile
WJ

William Thomas Kaeli Jr

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC·BLUE BELL, Pennsylvania
Unclaimed Profile
488 NORRISTOWN ROAD, BLUE BELL, PA 19422CRD# 2663129Firm CRD# 328279
01

About

William Thomas Kaeli Jr is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with NORTHSTAR ASSET MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
AUM
$568M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTHSTAR ASSET MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2663129
Firm CRD# 328279
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLUE BELL?

Browse all registered financial advisors in BLUE BELL, Pennsylvania or claim this profile if it's yours.

Browse BLUE BELL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Thomas Kaeli Jr offer?
William Thomas Kaeli Jr specializes in Investment Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are William Thomas Kaeli Jr's credentials?
William Thomas Kaeli Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Thomas Kaeli Jr located?
William Thomas Kaeli Jr is based in BLUE BELL, Pennsylvania, working with NORTHSTAR ASSET MANAGEMENT COMPANY, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does William Thomas Kaeli Jr charge for services?
William Thomas Kaeli Jr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR ASSET MANAGEMENT COMPANY, LLC?
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC has approximately 6 employees and manages $568M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BLUE BELL
Edward Joseph Carpoletti — MERIDIAN WEALTH PARTNERS, LLCEdward Turner Borer — BORER DENTON & ASSOCIATES, INC.Albert Louis Denton — BORER DENTON & ASSOCIATES, INC.Kathleen Donnelly Hartung — BORER DENTON & ASSOCIATES, INC.Scott Jeffrey Mason — RUBICON WEALTH MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile