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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerHarbor vital +more
- Established Date
- 01-10-2002
- Office Locations
- 5
Office Locations
About Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. is a Pennsylvania-based RIA (founded 1996) delivering goal-driven financial planning and investment management nationwide. The firm serves professionals, executives and business owners, with added depth in pensions/governmental plans for active and retired military, and planning for trusts, qualified plans and nonprofits. Investment work centers on long-term portfolios, risk control, and inflation- and tax-aware decisions, supported by regular reviews. Schwab is a key custodian.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN BRIAN GIRARD
--
- CRD
- #2267878
- Ownership
- 75% or more
GLENN ALFRED WILLIAMS
--
- CRD
- #870216
- Ownership
- 10% but less than 25%
Prime prime
Summit momentum
- CRD
- #72067
- Ownership
- 42.4%
Showing 2 of 3 owners & executives
Unlock allContacts
ALEXANDER R BASTRON
Financial Advisor
- CRD
- #5132228
Michael John Ginty
Financial Advisor, Managing Director, President
- CRD
- #4430629
Harbor vertex
Insight vertex
- CRD
- #13481
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,000,000 | $372,549 |
| Non-Discretionary | $25,000,000 | $2,083,333 |
| Total | $519,000,000 | $387,892 |
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Separately Managed Accounts
Total SMA Asset: $519,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $67,960,939 | 4.6% |
| Equity - Exchange | $192,063,524 | 13.0% |
| Municipal Bonds | $240,818,111 | 16.3% |
| Private Funds | $110,805,879 | 7.5% |
| Cash | $338,327,285 | 22.9% |
| U.S. Government/Agency | $246,727,758 | 16.7% |
| Corporate - Investment Grade | $280,708,229 | 19.0% |
| Total | $1,477,411,725 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM GLACIER | VITAL EMBER | JXJ78TMTN | BZLLY | 10.75% | $72,319,674 |
| NORTH FOUNDATION | RIDGE INSIGHT | AEYHPH34A | XHQWR | 6.40% | $38,640,884 |
| SIGNAL EMBER VITAL | EAGLE WAVE | HP0UUEUUJ | EBXXY | 9.05% | $5,695,676 |
| PATHWAY TIMBER | FOUNDATION EMBER | I0MUMNRFZ | FNTQT | 5.68% | $1,730,822 |
| MATRIX UNISON VITAL | SUMMIT GLACIER | IPMP8HQAL | QYHCM | 2.74% | $71,685,586 |
| PEAK GLACIER ELEMENT | PATHWAY TIMBER | GA21UGTRQ | YTS | 1.10% | $75,585,710 |
| ELEMENT ALPHA | BRIDGE DELTA | OM5B13JPM | LOU | 5.64% | $18,112,426 |
| INSIGHT ATLAS | SUMMIT QUANTUM | HT9NMBZHI | CDEVR | 4.56% | $14,873,443 |