NORTHSTAR FINANCIAL PLANNERS, INC.
CRD #131507 SEC #801-79605 PLANTATION, FL 954-693-0030
SEC Registered
Total AUM
$273.1M
Discretionary
$273.1M
Employees
9
Clients
251
Accounts
966
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $273.1M | $273.1M | $0 | 9 | 15 |
| Mar 2025 | $273.1M | $273.1M | $0 | 9 | 15 |
| Jan 2025 | $249.9M | $249.9M | $0 | 9 | 8 |
| Jan 2025 | $249.9M | $249.9M | $0 | 9 | 8 |
| Nov 2024 | $249.9M | $249.9M | $0 | 8 | 8 |
| Nov 2024 | $249.9M | $249.9M | $0 | 8 | 8 |
| Oct 2024 | $249.9M | $249.9M | $0 | 8 | 8 |
| Mar 2024 | $249.9M | $249.9M | $0 | 8 | 8 |
| Sep 2023 | $207M | $207M | $0 | 6 | 0 |
| Mar 2023 | $207M | $207M | $0 | 6 | 0 |
| Jan 2023 | $236M | $236M | $0 | 6 | 0 |
| Feb 2022 | $236M | $236M | $0 | 6 | 0 |
| Oct 2021 | $180.8M | $180.8M | $0 | 6 | 0 |
| Feb 2021 | $180.8M | $180.8M | $0 | 6 | 0 |
| Jul 2020 | $175.3M | $175.3M | $0 | 6 | 0 |
| Jun 2020 | $175.3M | $175.3M | $0 | 6 | 0 |
| Mar 2020 | $175.3M | $175.3M | $0 | 6 | 0 |
| Mar 2019 | $137.9M | $137.9M | $0 | 6 | 0 |
| Aug 2018 | $155.4M | $155.4M | $0 | 6 | 1 |
| Aug 2018 | $155.4M | $155.4M | $0 | 6 | 1 |
| Feb 2018 | $155.4M | $155.4M | $0 | 6 | 1 |
| Nov 2017 | $131.8M | $131.8M | $0 | 6 | 0 |
| Jan 2017 | $131.8M | $131.8M | $0 | 6 | 240 |
| Mar 2016 | $122.8M | $122.8M | $0 | 6 | 200 |
| Sep 2015 | $125.1M | $125.1M | $0 | 6 | 200 |
| Jun 2015 | $125.1M | $125.1M | $0 | 6 | 200 |
| Feb 2015 | $125.1M | $125.1M | $0 | 4 | 200 |
| Apr 2014 | $112.1M | $112.1M | $0 | 4 | 200 |
| Jun 2012 | $72.6M | $72.6M | $0 | 1 | 200 |
| May 2012 | $72.6M | $72.6M | $0 | 1 | 200 |
| Apr 2012 | $72.6M | $72.6M | $0 | 1 | 200 |
| Mar 2012 | $72.6M | $72.6M | $0 | 1 | 200 |
| Aug 2010 | $59.1M | $59.1M | $0 | 5 | -- |
| Jan 2008 | $56.1M | $56.1M | $0 | 5 | -- |
| Nov 2007 | $39M | $39M | $0 | 5 | -- |
| Jan 2007 | $39M | $39M | $0 | 5 | -- |
DateSep 2025
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees9
Clients15
DateMar 2025
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees9
Clients15
DateJan 2025
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees9
Clients8
DateJan 2025
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees9
Clients8
DateNov 2024
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees8
Clients8
DateNov 2024
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees8
Clients8
DateOct 2024
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees8
Clients8
DateMar 2024
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees8
Clients8
DateSep 2023
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees6
Clients1
DateAug 2018
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees6
Clients1
DateFeb 2018
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees6
Clients1
DateNov 2017
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees6
Clients0
DateJan 2017
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees6
Clients240
DateMar 2016
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees6
Clients200
DateJun 2015
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees6
Clients200
DateFeb 2015
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees4
Clients200
DateApr 2014
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees4
Clients200
DateJun 2012
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees1
Clients200
DateAug 2010
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--