This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2003
- Office Locations
- 1
Office Locations
About Northstar Financial Advisors, Inc.
Northstar Financial Advisors is a fee-based registered investment advisory and financial planning firm serving individual and institutional clients. The firm pairs customized planning with a diversified, cautious portfolio approach rooted in value investing, and offers tax-focused advisory support. As a fee-based-only advisor with no product commissions, Northstar positions itself as independent; principal Richard Berse is a CPA Financial Planner with deep tax and estate/trust expertise.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD E BERSE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2542568
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,296,200 | $1,446,639 |
| Non-Discretionary | $0 | -- |
| Total | $195,296,200 | $1,446,639 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $195,296,200
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,617,022,395 | 18.0% |
| Equity - Exchange | $574,941,296 | 6.4% |
| Public Funds | $1,024,114,184 | 11.4% |
| U.S. Government/Agency | $2,668,086,952 | 29.7% |
| Municipal Bonds | $1,302,601,374 | 14.5% |
| Cash | $1,796,691,550 | 20.0% |
| Total | $8,983,457,751 | 100.0% |