Northstar Advisory Group, LLC
● SEC registered since 2020CRD 306850SEC# 801-118179Northfield, NJ
Reg. AUM
$377M
Employees
9
Accounts
866
Location
Northfield, NJ
Northstar Advisory Group, LLC assets under management
Northstar Advisory Group, LLC operates as an SEC-registered investment adviser based in Northfield, NJ. The firm has been registered since 2020. It reports $377 million in regulatory assets under management and employs 9 people.
Northstar Advisory Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Adam Rosen Control | Managing Director - Chief Investment Officer | Under 5% | 2020 |
| Morganblake, LLC Control | Managing Member | Over 75% | 2020 |
| Robert Francis Kernan Control | Managing Director - Financial Planning Specialist - Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Northstar Advisory Group, LLC manage?
Northstar Advisory Group, LLC reports $377 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Advisory Group, LLC have?
Northstar Advisory Group, LLC reports 9 employees.
Where is Northstar Advisory Group, LLC located?
Northstar Advisory Group, LLC is based in Northfield, NJ and has been SEC-registered since 2020.
Does Northstar Advisory Group, LLC disclose fund performance?
Northstar Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1555 Zion Road, Suite 204, Northfield, NJ 08225 |
| Phone | 833-226-0400 |
| Fax | 609-674-0020 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1816000 |
| Discloses disciplinary history | No |
Regulatory AUM
$377M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$377Mregulatory AUM
Discretionary $377M