NORTHSTAR FINANCIAL PLANNERS, INC.

PLANTATION, Florida·3 registered advisors·CRD# 131507
SEC# 801-796050954-693-0030
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at NORTHSTAR FINANCIAL PLANNERS, INC.

3 registered advisors
Allen Page Giese
PLANTATION, Florida
Gary Steven Glanz
PLANTATION, Florida
Steve Lee Tepper
PLANTATION, Florida
05

Office Locations

PLANTATION, Florida
3 advisors

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Data sourced from SEC Form ADV filings. NORTHSTAR FINANCIAL PLANNERS, INC. (CRD# 131507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.