$62.4M Total AUM
$61.0M Disc. AUM
30.0% 3Y CAGR
1 Employees
35 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-24-2010
- Office Locations
- 1
Office Locations
-- Northport NY
About Northstar Financial Advisors LLC
Northstar Financial Advisors LLC is a Northport-based RIA. The firm has been operating for 15 years. Managing $62.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$62.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Request access to benchmark trends tied to foundation insight.
See the complete signal summary connected to vector.
Upgrade to reveal position-level detail across delta harbor.
Request access to benchmark trends tied to eagle value.
Unlock to compare peer behavior around zenith vector.
Premium access reveals conviction themes in optima vital summit.
Full visibility includes strategy notes for catalyst north vertex.
Open the full profile to inspect shifts in atlas glacier.
Asset Classes
Matrix Unison Focus ridge
Investment Themes
Meridian Frontier alpha Horizon Momentum
Investment Vehicles
Eagle eagle
Services
Crest foundation Value summit Delta Meridian Vector signal Matrix radial Eagle Summit horizon Horizon
Owner & Executives
D
DEVINDER SINGH
Chief Compliance Officer, Managing Member
- CRD
- #2146421
- Ownership
- 75% or more
(349) 698-9169
ridge.delta@deltacapital.com
in linkedin.com/in/radial-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,006,012 | $1,151,057 |
| Non-Discretionary | $1,361,738 | $1,361,738 |
| Total | $62,367,750 | $1,154,958 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $62,367,750
Equity - Exchange:
12.9% Cash:
36.7% Public Funds:
50.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $870,736,435 | 12.9% |
| Cash | $2,477,211,408 | 36.7% |
| Public Funds | $3,401,947,003 | 50.4% |
| Total | $6,749,894,846 | 100.0% |