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NORTHSTAR ASSET MANAGEMENT LLC

BLUE BELL, PA · CRD 109185 · IAPD ↗ · northstarmgt.com · 484-342-4200

$467.0MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2024 — NORTHSTAR ASSET MANAGEMENT LLC (BLUE BELL, PA) left the SEC roster (was $467.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.