N
$36.6M Total AUM
$36.6M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2005
- Office Locations
- 2
Office Locations
5820 Washington Blvd Suite A Elkridge MD
8600 Snowden River Parkway Suite 208 Columbia MD
About Northstar Wealth Management, Inc.
Northstar Wealth Management, Inc. is a Columbia-based RIA with 2 offices. The firm has been operating for 20 years. Managing $36.6M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$36.6M AVG AUM / ADVISOR
$892.7K AVG AUM / CLIENT
20.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Owner & Executives
J
JEAN-ELIZABETH NEMPHOS HUBBARD
Owner, President
- CRD
- #4065129
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHARLES JOHN NEMPHOS
Financial Advisor
- CRD
- #1712985
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,601,694 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,601,694 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing