Northstar Strategic Investments Inc
Firm details
- Headquarters
- Ormond Beach, Florida
- CRD number
- 155202
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees, Other
- Client types
- Individuals60%
- HNWI40%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Northstar Strategic Investments Inc. is a small, independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm combines traditional advisory services—financial planning and portfolio management for individuals and small businesses—with publication of periodicals, market-timing services, and educational seminars or workshops. Its business model supports a mix of fee arrangements (percentage of AUM, hourly work, subscription and fixed fees, and performance-based charges), suggesting flexible engagement structures that can accommodate both ongoing advisory relationships and project-based or outcome-driven mandates. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
- Derivatives60%
- Exchange Traded Equities25%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Serge D'adesky
President, CEOCRD 1576399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ormond Beach, FL
Volusia
Location
Ormond Beach, FL
Headquartered in Ormond Beach, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Volusia
- Address
- 25 Country Club Dr
- Time zone
- ET (UTC-5)
- Office locations
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