Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. is an SEC-registered wealth manager in Conshohocken, PA with $519.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Northstar Financial Companies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119396, SEC 801-115004, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $519.0M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Conshohocken, PA
- Employees
- 10
- Clients
- 507
- CRD
- 119396
- Ownership
- GIRARD, STEVEN, BRIAN; RANDALL, JULIA, MEGAN; WILLIAMS, GLENN, ALFRED
How much AUM does Northstar Financial Companies, Inc. have?
Northstar Financial Companies, Inc. reported $519.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Northstar Financial Companies, Inc.?
Disclosed owners and executives of Northstar Financial Companies, Inc. include GIRARD, STEVEN, BRIAN, RANDALL, JULIA, MEGAN, WILLIAMS, GLENN, ALFRED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.