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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-1992
- Office Locations
- 1
Office Locations
About THE Northstar Group, Inc.
The Northstar Group, Inc. is a privately owned Midtown Manhattan RIA led by Henry Asher and Linda Ray, providing investment management alongside retirement and financial planning guidance since 1986. The firm emphasizes highly individualized advice rather than a fixed house style and builds long-term client relationships across market cycles. Its discretionary portfolios are ETF-centric, with additional use of public funds.
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Owner & Executives
HENRY C. ASHER
Financial Professional, President
- CRD
- #717297
- Ownership
- 75% or more
JOSHUA RENE GARCIA
Associate, Chief Compliance Officer
- CRD
- #6127310
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jeffrey Francis Dziegielewski
--
- CRD
- #5796928
DANA EVE JACOBY
--
- CRD
- #7780531
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,008,518,891 | $1,489,688 |
| Non-Discretionary | $0 | -- |
| Total | $1,008,518,891 | $1,489,688 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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