SEC Form ADV

NORTHSTAR FINANCIAL ADVISORS LLC

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

Registered Investment Adviser
$62.4M
Assets Under Management
54
Total Clients
1
Employees
Get LP Contact Details

Registration Details

Accession
CRD-147108
Filing Date
March 16, 2026
AUM
$62.4M
Total Clients
54
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

NORTHSTAR FINANCIAL ADVISORS LLC is a registered investment adviser, managing approximately $62.4M in assets across 54 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.