Northstar Investment Advisory LLC
Firm details
- Headquarters
- West Hollywood, California
- CRD number
- 315965
- Registered since
- December 7, 2021
- Website
- www.northstarmoney.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Northstar Investment Advisory LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves individual and family clients and operates across multiple states. Its stated advisory services emphasize financial planning and client education (seminars and workshops). Northstar bills on a fixed-fee basis rather than a percentage-of-assets model. FINTRX flags an affiliation with an insurance company and indicates the firm is not positioned as a capital allocator; it also does not identify as an active ESG 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
Owners & executives
2 of 2
Stacey Gillespie
Chief Compliance OfficerCRD 3137874
Sarah Liebel
Chief Executive OfficerCRD 4673514
Contacts
3 of 9
Christine Raimond
Financial PlannerCRD 5228872
Christopher Pimpo
Director of Financial PlanningCRD 5879440
Kirk Porter
Financial PlannerCRD 6069834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$123M in ETFs
99%
$122M
0%
$737K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $33.4M | 147,463 | 27.21% |
Location
West Hollywood, CA
Los Angeles
Location
West Hollywood, CA
Headquartered in West Hollywood, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 8605 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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