Northstar Financial Management, Inc.
CRD 287594SEC# 801-122129Moscow, ID
No longer SEC-registered. Northstar Financial Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119.4M
Employees
3
Accounts
672
Location
Moscow, ID
Northstar Financial Management, Inc. assets under management
Northstar Financial Management, Inc. operates as an SEC-registered investment adviser based in Moscow, ID. It reports $119.4 million in regulatory assets under management and employs 3 people.
Northstar Financial Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charlotte Marie Jones Control | Chief Operations Officer | 25-50% | 2020 |
| Kaitlin Christine Jones Control | President | 25-50% | 2017 |
| Mark Alexander Mooring Control | Chief Compliance Officer | 25-50% | 2020 |
Frequently asked questions
How much does Northstar Financial Management, Inc. manage?
Northstar Financial Management, Inc. reports $119.4 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Financial Management, Inc. have?
Northstar Financial Management, Inc. reports 3 employees.
Where is Northstar Financial Management, Inc. located?
Northstar Financial Management, Inc. is based in Moscow, ID.
Does Northstar Financial Management, Inc. disclose fund performance?
Northstar Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 South Main Street, Moscow, ID 83843-2806 |
| Office hours | 10:00a.m. -5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$119.4MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$119.4Mregulatory AUM
Discretionary $118.8MNon-discretionary $598K