NORTHSTAR FINANCIAL MANAGEMENT, INC.
CRD #287594 SEC #801-122129 MOSCOW, ID (208)810-4938
SEC Registered
Total AUM
$119.4M
Discretionary
$118.8M
Employees
3
Clients
10
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $119.4M | $118.8M | $598.4K | 3 | 0 |
| Feb 2025 | $119.4M | $118.8M | $598.4K | 3 | 0 |
| Jan 2025 | $119.4M | $118.8M | $598.4K | 3 | 0 |
| Sep 2024 | $103.8M | $103.4M | $438.6K | 3 | 20 |
| Feb 2024 | $103.8M | $103.4M | $438.6K | 4 | 20 |
| Dec 2023 | $91.2M | $90M | $1.2M | 4 | 0 |
| May 2023 | $91.2M | $90M | $1.2M | 4 | 0 |
| Mar 2023 | $91.2M | $90M | $1.2M | 4 | 0 |
| Oct 2022 | $110M | $108.5M | $1.5M | 4 | 0 |
| Jun 2022 | $110M | $108.5M | $1.5M | 4 | 0 |
| Feb 2022 | $110M | $108.5M | $1.5M | 4 | 0 |
| Nov 2021 | $107.7M | $106.3M | $1.4M | 3 | 0 |
| Jul 2021 | $107.7M | $106.3M | $1.4M | 3 | 0 |
DateMay 2025
Total AUM$119.4M
Discretionary$118.8M
Non-Disc.$598.4K
Employees3
Clients0
DateFeb 2025
Total AUM$119.4M
Discretionary$118.8M
Non-Disc.$598.4K
Employees3
Clients0
DateJan 2025
Total AUM$119.4M
Discretionary$118.8M
Non-Disc.$598.4K
Employees3
Clients0
DateSep 2024
Total AUM$103.8M
Discretionary$103.4M
Non-Disc.$438.6K
Employees3
Clients20
DateFeb 2024
Total AUM$103.8M
Discretionary$103.4M
Non-Disc.$438.6K
Employees4
Clients20
DateDec 2023
Total AUM$91.2M
Discretionary$90M
Non-Disc.$1.2M
Employees4
Clients0
DateMay 2023
Total AUM$91.2M
Discretionary$90M
Non-Disc.$1.2M
Employees4
Clients0
DateMar 2023
Total AUM$91.2M
Discretionary$90M
Non-Disc.$1.2M
Employees4
Clients0
DateOct 2022
Total AUM$110M
Discretionary$108.5M
Non-Disc.$1.5M
Employees4
Clients0
DateJun 2022
Total AUM$110M
Discretionary$108.5M
Non-Disc.$1.5M
Employees4
Clients0
DateFeb 2022
Total AUM$110M
Discretionary$108.5M
Non-Disc.$1.5M
Employees4
Clients0
DateNov 2021
Total AUM$107.7M
Discretionary$106.3M
Non-Disc.$1.4M
Employees3
Clients0
DateJul 2021
Total AUM$107.7M
Discretionary$106.3M
Non-Disc.$1.4M
Employees3
Clients0