NORTHSTAR FINANCIAL MANAGEMENT, INC.

MOSCOW, Idaho·3 registered advisors·CRD# 287594
SEC# 801-1221291(208)810-4938
01

Firm Overview

AUM
$104M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NORTHSTAR FINANCIAL MANAGEMENT, INC.

3 registered advisors
Charlotte Marie Jones
MOSCOW, Idaho
Kaitlin Christine Jones
MOSCOW, Idaho
Mark Alexander Mooring
MOSCOW, Idaho
05

Office Locations

MOSCOW, Idaho
3 advisors

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Data sourced from SEC Form ADV filings. NORTHSTAR FINANCIAL MANAGEMENT, INC. (CRD# 287594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.