NORTHSTAR FINANCIAL COMPANIES, INC.
CRD #119396 SEC #801-115004 CONSHOHOCKEN, PA 610-629-6100
SEC Registered
Total AUM
$443.3M
Discretionary
$443.1M
Employees
11
Clients
251
Accounts
1,303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $443.3M | $443.1M | $211K | 11 | 2 |
| Oct 2024 | $284.6M | $280.9M | $3.7M | 4 | 0 |
| Jun 2024 | $284.6M | $280.9M | $3.7M | 4 | 0 |
| Mar 2024 | $284.6M | $280.9M | $3.7M | 4 | 0 |
| Mar 2023 | $211M | $204.1M | $6.9M | 9 | 0 |
| Feb 2022 | $235.3M | $225.4M | $9.9M | 9 | 0 |
| Jun 2021 | $222.4M | $215.7M | $6.7M | 7 | 1 |
| Mar 2021 | $205.2M | $200M | $5.2M | 3 | 1 |
| Oct 2020 | $146.9M | $142.3M | $4.6M | 3 | 1 |
| Sep 2020 | $146.9M | $142.3M | $4.6M | 2 | 1 |
| Jun 2020 | $146.9M | $142.3M | $4.6M | 2 | 1 |
| Feb 2020 | $146.9M | $142.3M | $4.6M | 2 | 1 |
| Aug 2019 | $118.4M | $114.4M | $4M | 2 | 2 |
| Mar 2019 | $118.4M | $114.4M | $4M | 2 | 2 |
DateMar 2025
Total AUM$443.3M
Discretionary$443.1M
Non-Disc.$211K
Employees11
Clients2
DateOct 2024
Total AUM$284.6M
Discretionary$280.9M
Non-Disc.$3.7M
Employees4
Clients0
DateJun 2024
Total AUM$284.6M
Discretionary$280.9M
Non-Disc.$3.7M
Employees4
Clients0
DateMar 2024
Total AUM$284.6M
Discretionary$280.9M
Non-Disc.$3.7M
Employees4
Clients0
DateMar 2023
Total AUM$211M
Discretionary$204.1M
Non-Disc.$6.9M
Employees9
Clients0
DateFeb 2022
Total AUM$235.3M
Discretionary$225.4M
Non-Disc.$9.9M
Employees9
Clients0
DateJun 2021
Total AUM$222.4M
Discretionary$215.7M
Non-Disc.$6.7M
Employees7
Clients1
DateMar 2021
Total AUM$205.2M
Discretionary$200M
Non-Disc.$5.2M
Employees3
Clients1
DateOct 2020
Total AUM$146.9M
Discretionary$142.3M
Non-Disc.$4.6M
Employees3
Clients1
DateSep 2020
Total AUM$146.9M
Discretionary$142.3M
Non-Disc.$4.6M
Employees2
Clients1
DateJun 2020
Total AUM$146.9M
Discretionary$142.3M
Non-Disc.$4.6M
Employees2
Clients1
DateFeb 2020
Total AUM$146.9M
Discretionary$142.3M
Non-Disc.$4.6M
Employees2
Clients1
DateAug 2019
Total AUM$118.4M
Discretionary$114.4M
Non-Disc.$4M
Employees2
Clients2
DateMar 2019
Total AUM$118.4M
Discretionary$114.4M
Non-Disc.$4M
Employees2
Clients2