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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RANDALL, JULIA, MEGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT / PRINCIPAL | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| GIRARD, STEVEN, BRIAN | I | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | E | Control |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | Control |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | Control |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | Control |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | Control |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B | |
| WILLIAMS, GLENN, ALFRED | I | PRESIDENT OF AH WILLIAMS & CO. INC. | B |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (18)
AZ CA CO CT FL GA MA MD NC NE NH NJ NV NY PA RI TX VA
Address
1201 E. HECTOR STCONSHOHOCKEN, PA 19428
United States
Phone: 610-629-6100