NORTHERN STAR GENERATIONAL WEALTH
Firm details
- Headquarters
- MOUNTAIN VIEW, California
- CRD number
- 335323
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.91%
- Individuals9.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Northern Star Generational Wealth is a limited liability company owned by an individual that provides fee-based wealth management and financial planning. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. The firm charges clients based on a percentage of assets under management and also uses hourly billing for certain engagements. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities30%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1Ivy May
Managing Director and Chief Compliance OfficerCRD 7773112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNTAIN VIEW, CA
SANTA CLARA
Location
MOUNTAIN VIEW, CA
Headquartered in MOUNTAIN VIEW, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 800 W El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
DISRUPTIVESECULARGROWTH CORPORATION
RIAMOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT
RIAMOUNTAIN VIEW, CA
PARIVEDA INVESTMENT MANAGEMENT
RIAMOUNTAIN VIEW, CA
ARDENT CAPITAL
RIAMOUNTAIN VIEW, CA
ARTA FINANCE
RIAMOUNTAIN VIEW, CA
WAVERLEY WEALTH MANAGEMENT LLC
RIAMOUNTAIN VIEW, CA