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NORTHSTAR FINANCIAL COMPANIES, INC.
CRD 119396File 801-115004
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$519.0M
Above cohort median (national)
Discretionary AUM
$494.0M
Non-discretionary $25.0M
Clients
507
1,338 accounts
Employees
10
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 12, 2019
- Principal office
- 1201 E. HECTOR ST, CONSHOHOCKEN, PA, 19428
- Phone
- 610-629-6100
- Website
- HTTP://WWW.northstarfci.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $519.0M
- Discretionary AUM
- $494.0M
- Non-discretionary AUM
- $25.0M
- Discretionary accounts
- 1,326
- Non-discretionary accounts
- 12
- Total accounts
- 1,338
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $363.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 394 | $153.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.