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, SEC-registered investment adviser that serves individuals and families. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers work. Its fee model combines a percentage-of-AUM structure with hourly charges. Northstar has been SEC-registered since 2019 and is organized as a corporation owned by an individual principal. The firm emphasizes outsourced manager selection alongside in-house portfolio management. It is not flagged as an active ESG investor in the source data. Its practice appears geared to high-net-worth households and family clients who need both planning and delegated investment execution.
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 2STEVEN GIRARD
Principal and Chief Executive OfficerCRD 2267878
JULIA RANDALL
Financial Advisor, Chief Compliance OfficerCRD 5073235
Contacts
3 of 6Gavin King
Client Service SpecialistCRD 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
$53.9M in ETFs
91%
$49M
6%
$4.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $11.9M | 33,254 | 22.02% |
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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