Northstar Financial Planners, Inc.
Northstar Financial Planners, Inc. is an SEC-registered mass-market adviser in Plantation, FL with $311.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Northstar Financial Planners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131507, SEC 801-79605, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $311.6M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Plantation, FL
- Employees
- 8
- Clients
- 358
- CRD
- 131507
- Ownership
- GIESE, ALLEN, PAGE; GLANZ, GARY, STEVEN; TEPPER, STEVE, LEE; Hergenreter, Joel, Daniel
How much AUM does Northstar Financial Planners, Inc. have?
Northstar Financial Planners, Inc. reported $311.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Northstar Financial Planners, Inc.?
Disclosed owners and executives of Northstar Financial Planners, Inc. include GIESE, ALLEN, PAGE, GLANZ, GARY, STEVEN, TEPPER, STEVE, LEE, Hergenreter, Joel, Daniel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.