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NORTHSTAR STRATEGIC INVESTMENTS INC

CRD 155202

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25 COUNTRY CLUB DRIVE, ORMOND BEACH, FL, 32176, United States

Phone

386-233-3458

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.0M

Discretionary AUM

$2.0M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees; PUBLICATIONS ON SEEKING ALPHA, ADVERTISING REVENUE FROM WEBSITE

Org form

Corporation

Filing date

2024-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsMarket timingEducational seminars

Client types

TypeClientsAUM
Individuals12$1.2M
High net worth individuals2$800K

All web addresses on file

Official SEC filing: View on IAPD