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NORTHSTAR FINANCIAL ADVISORS LLC
CRD 147108 · SEC 801-71608
NY, United States
Phone
(516)991-8348
Fax
(888)501-1319
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$62.4M
Discretionary AUM
$61.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
| High net worth individuals | 27 | $59.3M |
States served
NY
Official SEC filing: View on IAPD