NORTHSTAR ADVISORY GROUP, LLC

Overview

Northstar Advisory Group, LLC is an independent registered investment adviser that runs a fee-for-service wealth management business focused on both individual/family and institutional clients. The firm acts as a capital allocator: it builds equity-focused portfolios, selects third‑party managers where appropriate, and provides financial planning and portfolio management across retail and institutional mandates. Its advisory toolkit includes direct equity exposure, mutual funds, discretionary managed accounts and allocations to external alternative managers, indicating a blended approach that mixes internally managed positions with outsourced strategies. Investment preferences skew toward equities and separately managed account structures. The firm implements broad-market index exposure alongside individual stock positions, and it uses external managers for hedge fund allocations. Northstar provides services that range from financial planning and portfolio management for individuals and small businesses to portfolio management for larger businesses and institutions, and it also conducts selection-of-other-advisers work when clients require specialized or non-core strategies.

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Public Holdings

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Location & Offices