NORTHSTAR INVESTMENT PARTNERS
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 127432
- Fee structure
- Percentage of AUM
- Client types
- Individuals62.5%
- HNWI37.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Northstar Investment Partners operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not engage in capital allocation or act as a pension consultant, and it does not have a multi-state advisory presence. Northstar Investment Partners is structured to charge fees based on a percentage of assets under management, which aligns its interests with those of its clients. The firm does not actively pursue ESG investments, indicating a traditional investment approach.
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
- Exchange Traded Equities100%
Owners & executives
1 of 1Alexander Stoehr
CEO, Lead AdvisorCRD 7335981
Contacts
3 of 3DAVID THOMPSON
Financial Advisor, Portfolio StrategistCRD 5493403
Nicholas Meyer
Financial AdvisorCRD 8048924
TERRY PRILLAMAN
FounderCRD 1157859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3255 North Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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