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NORTHSTAR FINANCIAL ADVISORS, INC.

· CRD 124194 · IAPD ↗ · nfai.com · (973) 896-6666

$195.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — NORTHSTAR FINANCIAL ADVISORS, INC. reported RAUM up 27% ($139.8M -> $177.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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