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NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

BLUE BELL, PA · CRD 328279 · IAPD ↗ · northstarmgt.com · 484-342-4200

$659.8MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
March 2024 — NORTHSTAR ASSET MANAGEMENT COMPANY, LLC (BLUE BELL, PA) is newly SEC-registered with $567.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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