| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Adam Rosen Control | Managing Director - Chief Investment Officer | Under 5% | 2020 |
| Morganblake, LLC Control | Managing Member | Over 75% | 2020 |
| Robert Francis Kernan Control | Managing Director - Financial Planning Specialist - Chief Compliance Officer | Under 5% | 2020 |
Northstar Advisory Group, LLC reports $334.4 million in regulatory assets under management on its Form ADV.
Northstar Advisory Group, LLC reports 7 employees.
Northstar Advisory Group, LLC is based in Northfield, NJ and has been SEC-registered since 2020.
Northstar Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1555 Zion Road, Suite 204, Northfield, NJ 08225 |
| Phone | 833-226-0400 |
| Fax | 609-674-0020 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1816000 |
| Discloses disciplinary history | No |
| Discretionary | $334.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $334.4M |