Northstar Financial Advisors, Inc.
● SEC registered since 2021CRD 124194SEC# 801-120426
Reg. AUM
$195.3M
Employees
1
Accounts
135
Location
—
Northstar Financial Advisors, Inc. assets under management
Northstar Financial Advisors, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $195.3 million in regulatory assets under management and employs 1 people.
Northstar Financial Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard E Berse Control | President And Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Northstar Financial Advisors, Inc. manage?
Northstar Financial Advisors, Inc. reports $195.3 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Financial Advisors, Inc. have?
Northstar Financial Advisors, Inc. reports 1 employees.
Does Northstar Financial Advisors, Inc. disclose fund performance?
Northstar Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (973) 896-6666 |
| Fax | (973) 327-7106 |
| Office hours | 9:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.3M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$195.3Mregulatory AUM
Discretionary $195.3M