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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | NA | |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | E | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| JONES, KAITLIN, CHRISTINE | I | PRESIDENT | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Jones, Charlotte, Marie | I | CHIEF OPERATIONS OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Mooring, Mark, Alexander | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
May 19, 2025 REGISTERED
Notice Filings (7)
CA ID LA OR TN TX WA
Address
110 SOUTH MAIN STREETMOSCOW, ID 83843-2806
United States
Phone: (208)810-4938