NORTHSTAR INVESTMENT ADVISORS LLC
CRD #107295 SEC #801-49238 DENVER, CO 303-832-2300
SEC Registered
Total AUM
$843.6M
Discretionary
$843.6M
Employees
9
Clients
11
Accounts
861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $903.5M | $903.5M | $0 | 9 | 1 |
| Jun 2020 | $843.6M | $843.6M | $0 | 9 | 1 |
| Mar 2020 | $843.6M | $843.6M | $0 | 9 | 1 |
| Mar 2019 | $677.4M | $677.4M | $0 | 8 | 0 |
| Apr 2018 | $701.5M | $701.5M | $0 | 8 | 0 |
| Mar 2018 | $701.5M | $701.5M | $0 | 8 | 0 |
| Mar 2018 | $701.5M | $701.5M | $0 | 8 | 0 |
| Feb 2017 | $588.8M | $588.8M | $0 | 8 | 300 |
| Feb 2016 | $508.3M | $508.3M | $0 | 8 | 300 |
| Mar 2015 | $528.8M | $528.8M | $0 | 8 | 300 |
| Mar 2014 | $492.8M | $492.8M | $0 | 8 | 300 |
| May 2013 | $409.2M | $385.5M | $23.7M | 8 | 300 |
| Mar 2013 | $409.2M | $385.5M | $23.7M | 8 | 300 |
| Feb 2013 | $409.2M | $385.5M | $23.7M | 8 | 300 |
| Oct 2012 | $403.5M | $379.6M | $23.8M | 6 | 200 |
| Feb 2012 | $352.6M | $330.3M | $22.3M | 6 | 200 |
| Aug 2011 | $323.8M | $303.9M | $19.9M | 10 | -- |
| Aug 2011 | $323.8M | $303.9M | $19.9M | 10 | -- |
| Feb 2011 | $323.8M | $303.9M | $19.9M | 10 | -- |
| Mar 2010 | $289.7M | $270.3M | $19.3M | 10 | -- |
| Mar 2009 | $241.6M | $224.1M | $17.5M | 10 | -- |
| Nov 2007 | $208.6M | $187.8M | $20.8M | 10 | -- |
| May 2007 | $208.6M | $187.8M | $20.8M | 10 | -- |
| Mar 2007 | $208.6M | $187.8M | $20.8M | 5 | -- |
| Mar 2006 | $188.8M | $170.1M | $18.7M | 5 | -- |
| May 2005 | $187M | $168.6M | $18.3M | 5 | -- |
| Dec 2004 | $174.8M | $157M | $17.9M | 5 | -- |
| Mar 2002 | $167M | $143.7M | $23.2M | 10 | -- |
DateMar 2021
Total AUM$903.5M
Discretionary$903.5M
Non-Disc.$0
Employees9
Clients1
DateJun 2020
Total AUM$843.6M
Discretionary$843.6M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$843.6M
Discretionary$843.6M
Non-Disc.$0
Employees9
Clients1
DateMar 2019
Total AUM$677.4M
Discretionary$677.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2018
Total AUM$701.5M
Discretionary$701.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$701.5M
Discretionary$701.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$701.5M
Discretionary$701.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2017
Total AUM$588.8M
Discretionary$588.8M
Non-Disc.$0
Employees8
Clients300
DateFeb 2016
Total AUM$508.3M
Discretionary$508.3M
Non-Disc.$0
Employees8
Clients300
DateMar 2015
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees8
Clients300
DateMar 2014
Total AUM$492.8M
Discretionary$492.8M
Non-Disc.$0
Employees8
Clients300
DateMay 2013
Total AUM$409.2M
Discretionary$385.5M
Non-Disc.$23.7M
Employees8
Clients300
DateMar 2013
Total AUM$409.2M
Discretionary$385.5M
Non-Disc.$23.7M
Employees8
Clients300
DateFeb 2013
Total AUM$409.2M
Discretionary$385.5M
Non-Disc.$23.7M
Employees8
Clients300
DateOct 2012
Total AUM$403.5M
Discretionary$379.6M
Non-Disc.$23.8M
Employees6
Clients200
DateFeb 2012
Total AUM$352.6M
Discretionary$330.3M
Non-Disc.$22.3M
Employees6
Clients200
DateAug 2011
Total AUM$323.8M
Discretionary$303.9M
Non-Disc.$19.9M
Employees10
Clients--
DateAug 2011
Total AUM$323.8M
Discretionary$303.9M
Non-Disc.$19.9M
Employees10
Clients--
DateFeb 2011
Total AUM$323.8M
Discretionary$303.9M
Non-Disc.$19.9M
Employees10
Clients--
DateMar 2010
Total AUM$289.7M
Discretionary$270.3M
Non-Disc.$19.3M
Employees10
Clients--
DateMar 2009
Total AUM$241.6M
Discretionary$224.1M
Non-Disc.$17.5M
Employees10
Clients--
DateNov 2007
Total AUM$208.6M
Discretionary$187.8M
Non-Disc.$20.8M
Employees10
Clients--
DateMay 2007
Total AUM$208.6M
Discretionary$187.8M
Non-Disc.$20.8M
Employees10
Clients--
DateMar 2007
Total AUM$208.6M
Discretionary$187.8M
Non-Disc.$20.8M
Employees5
Clients--
DateMar 2006
Total AUM$188.8M
Discretionary$170.1M
Non-Disc.$18.7M
Employees5
Clients--
DateMay 2005
Total AUM$187M
Discretionary$168.6M
Non-Disc.$18.3M
Employees5
Clients--
DateDec 2004
Total AUM$174.8M
Discretionary$157M
Non-Disc.$17.9M
Employees5
Clients--
DateMar 2002
Total AUM$167M
Discretionary$143.7M
Non-Disc.$23.2M
Employees10
Clients--