Northstar Financial Advisors, Inc.
Northstar Financial Advisors, Inc. is an SEC-registered wealth manager with $195.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Northstar Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124194, SEC 801-120426, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $195.3M (2026-01-21)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 135
- CRD
- 124194
- Ownership
- BERSE, RICHARD, E
How much AUM does Northstar Financial Advisors, Inc. have?
Northstar Financial Advisors, Inc. reported $195.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Northstar Financial Advisors, Inc.?
Disclosed owners and executives of Northstar Financial Advisors, Inc. include BERSE, RICHARD, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.