$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-2008
- Office Locations
- 1
Office Locations
3255 North Point Parkway Suite 103 Alpharetta GA
About Northstar Investment Partners
Northstar Investment Partners is a Alpharetta-based RIA. The firm has been operating for 17 years. Managing $16.0M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing.
Team overview
49 AVG AGE
$16.0M AVG AUM / ADVISOR
$320.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
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No keyword tags available.
Owner & Executives
TERRY BURTON PRILLAMAN
Managing Partner, Trader
- CRD
- #1157859
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
Nicholas Meyer
Chief Compliance Officer, Chief Financial Officer
- CRD
- #8048924
Available
Available
Available
Alexander Stoehr
Chief Executive Officer
- CRD
- #7335981
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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