Home
›
Firms
›
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
BLUE BELL, Pennsylvania
·
3 registered advisors
·
CRD# 328279
SEC# 801-129534
0
484-342-4200
01
Firm Overview
AUM
$568M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
3 registered advisors
John Gerard Carson
BLUE BELL, Pennsylvania
CRD# 1747733
Kristen Michele Hannan
BLUE BELL, Pennsylvania
CRD# 2691149
William Thomas Kaeli Jr
BLUE BELL, Pennsylvania
CRD# 2663129
05
Office Locations
BLUE BELL, Pennsylvania
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. NORTHSTAR ASSET MANAGEMENT COMPANY, LLC (CRD# 328279) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.