← Back to searchVisit website
NORTHSTAR STRATEGIC INVESTMENTS INC
CRD 155202
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.2M |
| High net worth individuals | 2 | $800K |
All web addresses on file
Official SEC filing: View on IAPD