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Northstar Financial Advisors LLC

● SEC registered since 2010CRD 147108SEC# 801-71608
Export (members)
Reg. AUM
$62.4M
Employees
1
Accounts
54
Location

Northstar Financial Advisors LLC assets under management

Northstar Financial Advisors LLC is an SEC-registered investment adviser. The firm has been registered since 2010. It reports $62.4 million in regulatory assets under management and employs 1 people.

Northstar Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Devinder Singh ControlManaging Member/ Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Northstar Financial Advisors LLC manage?

Northstar Financial Advisors LLC reports $62.4 million in regulatory assets under management on its Form ADV.

How many employees does Northstar Financial Advisors LLC have?

Northstar Financial Advisors LLC reports 1 employees.

Does Northstar Financial Advisors LLC disclose fund performance?

Northstar Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(516)991-8348
Fax(888)501-1319
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$62.4M▲ 16%
Mar '25 — $53.8MApr '25 — $53.8MMay '25 — $53.8MJun '25 — $53.8MJul '25 — $53.8MAug '25 — $53.8MSep '25 — $53.8MOct '25 — $53.8MNov '25 — $53.8MDec '25 — $53.8MJan '26 — $53.8MFeb '26 — $53.8MMar '26 — $62.4MApr '26 — $62.4MMay '26 — $62.4MJun '26 — $62.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$62.4Mregulatory AUM
Discretionary $61MNon-discretionary $1.4M