CRD: 131507
Northstar Financial Planners, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 05-11-2004
- Office Locations
- 1
Office Locations
About Northstar Financial Planners, Inc.
Northstar Financial Planners is a fee-only RIA based in Plantation (Fort Lauderdale area) serving individuals and families, especially pre-retirees. The firm provides holistic financial planning and investment management, including Social Security optimization and guidance on pension and early-retirement choices. A key niche is Florida Retirement System special risk employees, along with planning for families of children with special needs; assets are custodied at Schwab.
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Owner & Executives
ALLEN PAGE GIESE
Chief Executive Officer, President, Senior Financial Advisor
- CRD
- #2145424
- Ownership
- 75% or more
Joel Daniel Hergenreter
Chief Compliance Officer
- CRD
- #7390971
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GARY CRISTOPHER GONZALEZ
Financial Planner
- CRD
- #5424302
Charles Cleveland Thomas
Advisor
- CRD
- #7456319
Alpha zenith
Radial frontier frontier
- CRD
- #49245
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,630,650 | $295,665 |
| Non-Discretionary | $0 | -- |
| Total | $311,630,650 | $295,665 |
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Separately Managed Accounts
Total SMA Asset: $311,630,650
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $72,917,148 | 19.0% |
| Equity - Exchange | $194,189,877 | 50.6% |
| Cash | $116,667,436 | 30.4% |
| Total | $383,774,461 | 100.0% |