Northstar Advisory Group, LLC
Northstar Advisory Group, LLC is an SEC-registered wealth manager in Northfield, NJ with $377.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Northstar Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306850, SEC 801-118179, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $377.0M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Northfield, NJ
- Employees
- 9
- Clients
- 372
- CRD
- 306850
- Ownership
- KARLE, JOHN, CHRISTOPHER; ROSEN, MICHAEL, ADAM; KERNAN, ROBERT, FRANCIS; MORGANBLAKE, LLC
How much AUM does Northstar Advisory Group, LLC have?
Northstar Advisory Group, LLC reported $377.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Northstar Advisory Group, LLC?
Disclosed owners and executives of Northstar Advisory Group, LLC include KARLE, JOHN, CHRISTOPHER, ROSEN, MICHAEL, ADAM, KERNAN, ROBERT, FRANCIS, MORGANBLAKE, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.