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Northstar Financial Planning, LLC

● SEC registered since 2018CRD 117205SEC# 801-113219Windham, NH
Export (members)
Reg. AUM
$262.5M
Employees
6
Accounts
834
Location
Windham, NH

Northstar Financial Planning, LLC assets under management

Northstar Financial Planning, LLC is an investment advisory firm registered with the SEC based in Windham, NH. The firm has been registered since 2018. It reports $262.5 million in regulatory assets under management and employs 6 people.
www.instagram.com/northstar_financial_planningView on SEC.gov ↗

Northstar Financial Planning, LLC owners & executives

4 reported
NameTitleOwnershipSince
Alexa Faith DarbeMember10-25%2020
Julie Ellen FortinWealth Manager, Member10-25%2020
Rachel Nicole DecarolisMember10-25%2020
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Frequently asked questions

How much does Northstar Financial Planning, LLC manage?

Northstar Financial Planning, LLC reports $262.5 million in regulatory assets under management on its Form ADV.

How many employees does Northstar Financial Planning, LLC have?

Northstar Financial Planning, LLC reports 6 employees.

Where is Northstar Financial Planning, LLC located?

Northstar Financial Planning, LLC is based in Windham, NH and has been SEC-registered since 2018.

Does Northstar Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address112 Range Road, Windham, NH 03087
Phone603-458-2776
Fax603-589-6003
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$244.7M
Non-discretionary$17.8M
Total (RAUM)$262.5M