Northstar Financial Planners, Inc.
● SEC registered since 2014CRD 131507SEC# 801-79605Plantation, FL
Reg. AUM
$311.6M
Employees
8
Accounts
1,054
Location
Plantation, FL
Northstar Financial Planners, Inc. assets under management
Northstar Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in Plantation, FL. The firm has been registered since 2014. It reports $311.6 million in regulatory assets under management and employs 8 people.
Northstar Financial Planners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Page Giese Control | President/Ceo | Over 75% | 2000 |
| Joel Daniel Hergenreter | Cco | Under 5% | 2025 |
Frequently asked questions
How much does Northstar Financial Planners, Inc. manage?
Northstar Financial Planners, Inc. reports $311.6 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Financial Planners, Inc. have?
Northstar Financial Planners, Inc. reports 8 employees.
Where is Northstar Financial Planners, Inc. located?
Northstar Financial Planners, Inc. is based in Plantation, FL and has been SEC-registered since 2014.
Does Northstar Financial Planners, Inc. disclose fund performance?
Northstar Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1250 S. Pine Island Road, Suite 275, Plantation, FL 33324 |
| Phone | 954-693-0030 |
| Fax | 954-693-0031 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$311.6M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$311.6Mregulatory AUM
Discretionary $311.6M