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Northstar Financial Advisors, Inc.

● SEC registered since 2021CRD 124194SEC# 801-120426
Export (members)
Reg. AUM
$177.5M
Employees
1
Accounts
162
Location
—

Northstar Financial Advisors, Inc. assets under management

Northstar Financial Advisors, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $177.5 million in regulatory assets under management and employs 1 people.
nfai.comView on SEC.gov ↗

Northstar Financial Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard E Berse ControlChief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Northstar Financial Advisors, Inc. manage?

Northstar Financial Advisors, Inc. reports $177.5 million in regulatory assets under management on its Form ADV.

How many employees does Northstar Financial Advisors, Inc. have?

Northstar Financial Advisors, Inc. reports 1 employees.

Does Northstar Financial Advisors, Inc. disclose fund performance?

Northstar Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(973) 896-6666
Fax(973) 327-7106
Office hours9:00-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177.5M
Non-discretionary$0
Total (RAUM)$177.5M