Northstar Financial Companies, Inc.

CRD 119396 · Conshohocken, PA · $519.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 119396
SEC number: 801-115004
Firm type: RIA
Assets under management: $519.0M as of Mar 24, 2026
Website: www.northstarfci.com ↗
Phone: 610-629-6100
Address: 1201 E. Hector St, Conshohocken, PA, 19428

Advisors at this firm

7 in our index · page 1 of 1

Alexander R BastronCRD 5132228 · Golden, CO

IA RegisteredRegistration inactive

Disclosure event(s) on record
Steven Brian GirardCRD 2267878 · Conshohocken, PA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Lynne T NahigyanCRD 4771565 · Mattapoisett, MA

IA Registered
Barry William RandallCRD 2362811 · Saint Paul, MN

IA Registered
Julia Megan RandallCRD 5073235 · Conshohocken, PA

IA RegisteredRegistration inactive
Thomas TuskeyCRD 6777693 · Conshohocken, PA

IA Registered
Glenn Alfred WilliamsCRD 870216 · Naples, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 119396 ↗ FINRA BrokerCheck record for firm CRD 119396 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.