Northstar Advisory Group, LLC
Firm details
- Headquarters
- Northfield, New Jersey
- CRD number
- 306850
- Registered since
- March 6, 2020
- Website
- ns-ag.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.72%
- Individuals22.64%
- Charitable Organizations1.89%
- Pension & Profit Sharing Plans1.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Northstar Advisory Group, LLC is an independent registered investment adviser that positions itself as a fee-based wealth manager and capital allocator for both individual/family and institutional clients. The firm operates on a percentage-of-AUM fee model and provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and third‑party manager selection. Northstar opened its SEC-registered practice in 2020 and lists selection of other advisers as a core capability, indicating it allocates to external managers alongside direct portfolio management. The firm is not an ESG-focused investor.
Assets & Accounts
Public Holdings
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
- Non-Exchange Traded Equities63%
- Exchange Traded Equities14%
- US Government Bonds11%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents4%
Contacts
3 of 3
Robert Kernan
Financial Planning SpecialistCRD 2362188
Jeffrey Silverman
Relationship ManagerCRD 4386157
Michael Rosen
Managing DirectorCRD 4437494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$229M in ETFs
70%
$159M
0%
$69.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $34.2M | 389,347 | 14.96% |
Location
Northfield, NJ
Atlantic
Location
Northfield, NJ
Headquartered in Northfield, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Atlantic
- Address
- 1555 Zion Rd
- Time zone
- ET (UTC-5)
- Office locations
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