Northstar Financial Companies, Inc.
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 119396
- Registered since
- April 12, 2019
- Website
- northstarfci.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.94%
- Individuals29.48%
- Pension & Profit Sharing Plans0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Northstar Financial Companies, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include a percentage of assets under management and hourly charges. The firm reports that it is not an active ESG investor and, per its filing, is not designated as a multi-state adviser even though it maintains offices in multiple states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities28%
- State & Local Bonds15%
- Private Funds5%
- US Government Bonds4%
Owners & executives
2 of 2
Steven Girard
Principal and Chief Executive OfficerCRD 2267878
Julia Randall
Financial Advisor, Chief Compliance OfficerCRD 5073235
Contacts
3 of 6
Gavin King
ParaplannerCRD 7899569
Alexander Bastron
Financial AdvisorCRD 5132228
Lynne Nahigyan
Financial AdvisorCRD 4771565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$64.4M in ETFs
92%
$59.2M
6%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $13.6M | 33,254 | 21.16% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1201 E Hector St
- Time zone
- ET (UTC-5)
- Office locations
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