SEC Form ADV

NORTHSTAR FINANCIAL ADVISORS, INC.

Firm profile: Northstar Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$195.3M

Assets Under Management

135

Total Clients

Employees

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Registration Details

Accession: CRD-124194
Filing Date: January 21, 2026
AUM: $195.3M
Total Clients: 135
Employees: 1
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

NORTHSTAR FINANCIAL ADVISORS, INC. is a registered investment adviser, managing approximately $195.3M in assets across 135 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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