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NORTHSTAR FINANCIAL COMPANIES, INC.
NORTHSTAR FINANCIAL COMPANIES, INC.
CONSHOHOCKEN, Pennsylvania
·
3 registered advisors
·
CRD# 119396
SEC# 801-115004
2
610-629-6100
01
Firm Overview
AUM
$285M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at NORTHSTAR FINANCIAL COMPANIES, INC.
3 registered advisors
Glenn Alfred Williams
CONSHOHOCKEN, Pennsylvania
CRD# 870216
Julia Megan Randall
CONSHOHOCKEN, Pennsylvania
CRD# 5073235
Steven Brian Girard
CONSHOHOCKEN, Pennsylvania
CRD# 2267878
05
Office Locations
CONSHOHOCKEN, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. NORTHSTAR FINANCIAL COMPANIES, INC. (CRD# 119396) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.