NORTHSTAR ASSET MANAGEMENT LLC

OAKBOURNE ADVISORS
BERKELEY HEIGHTS, New Jersey·6 registered advisors·CRD# 129112
SEC# 801-1213884908-850-9991
01

Firm Overview

AUM
$196M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NORTHSTAR ASSET MANAGEMENT LLC

6 registered advisors
Andrew Jameson Peters
HACKETTSTOWN, New Jersey
Christopher Matthew Griest
HACKETTSTOWN, New Jersey
Christopher Tyler Diederich
HACKETTSTOWN, New Jersey
David Leszczynski
HACKETTSTOWN, New Jersey
John Keith Paoloni
HACKETTSTOWN, New Jersey
Susan Lee O'brien
HACKETTSTOWN, New Jersey
05

Office Locations

HACKETTSTOWN, New Jersey
6 advisors

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Data sourced from SEC Form ADV filings. NORTHSTAR ASSET MANAGEMENT LLC (CRD# 129112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.