Home
›
Firms
›
NORTHSTAR ASSET MANAGEMENT LLC
NORTHSTAR ASSET MANAGEMENT LLC
BLUE BELL, Pennsylvania
·
4 registered advisors
·
CRD# 109185
SEC# 801-57654
0
484-342-4200
01
Firm Overview
AUM
$467M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
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 LLC
4 registered advisors
Charles Warren Ormerod
BLUE BELL, Pennsylvania
CRD# 1544699
Christopher Mathieu Dunham
BLUE BELL, Pennsylvania
CRD# 73338
Edward B Putnam
BLUE BELL, Pennsylvania
CRD# 4370211
Robert Bobrow
BLUE BELL, Pennsylvania
CRD# 4370202
05
Office Locations
BLUE BELL, Pennsylvania
4 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 LLC (CRD# 109185) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.