Northstar Fiduciary Partners, LLC

RIASEC RegisteredEst. 2024

Total AUM

$1.3B

Discretionary

$747M

59% of AUM

Avg account

$6.9M

Accounts

185

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 284994
Registered since: January 25, 2024
Website: nsfpllc.com
Custodians: JOHN HANCOCK DISTRIBUTORS LLC, EMPOWER TRUST COMPANY LLC, ASCENSUS TRUST, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans95.48%
State / Municipal Government4.02%
Individuals0.28%
HNWI0.22%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Northstar Fiduciary Partners, LLC is an SEC-registered institutional RIA formed as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a discretionary and non‑discretionary advisory provider that delivers portfolio management for individuals and small businesses and offers pension consulting services. Its fee arrangements include percentage-of-AUM and fixed-fee options. The firm is not identified as a capital allocator and does not self-report as an active ESG investor. Ownership is described as individual, and the adviser does not report multi-state adviser status in the snapshot data.