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NORTHSTAR FINANCIAL ADVISORS LLC

· CRD 147108 · IAPD ↗ · (516)991-8348

$62.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2024 — NORTHSTAR FINANCIAL ADVISORS LLC reported RAUM up 59% ($28.4M -> $45.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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